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Overweight emerging credits and assets: Lombard Odier

Lombard Odier’s CIO APAC, Jean-Louis Nakamura, has come out in favour of emerging market (EM) credits and assets, citing the dovish shift in US monetary guidance, and continued easing from developed central banks. “The Fed has quite explicitly made the choice of an asymmetric priority between growth and inflation public and will clearly take the risk of being behind the…

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