Why DM asset owners are kicking themselves

Weaker emerging market currencies have hit investors who allowed bond managers to talk up the returns of local currency bonds. To get a full view of the damage, look back two years.


Quick Poll

How will you alter your portfolio after the US election result?





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Underweight US
  18%
 
Overweight US
  35%
 
Underweight EMs
  10%
 
Raise cash levels
  25%
 
No change
  12%
TOTAL VOTES: 72
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November 2016 Magazine
AsianInvestor Magazine