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In a world of low-to-negative rates, Western Asset believes the infrastructure opportunity is primed to support economic growth and benefit both issuers and global investors.
For the Emerging Markets investor, what has fundamentally shifted is the approach to the asset class, avoiding broad strokes and emphasizing individual merit, says Western Asset.
Western Asset Management’s Andreas Billmeier discussed the global impact the national US elections can have, and the differing outcomes based on a democratic versus republican win.
With ratings agencies falling considerably over the past few weeks and markets pricing in fear. Are there diamonds in the rough?
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