Corospondent - July 2022
The balancing act

In the winter edition of Corospondent, we take a deep dive into the impact of rising inflation and policy rates; we also discuss opportunities we have found for our clients’ portfolios.

“The fact that some choice is good doesn’t necessarily mean that more choice is better.” – Barry Schwartz in The Paradox of Choice: Why More is Less

Mounting risk to the fiscal health of indebted emerging markets will require careful navigation.

But SAGBs might still fare better than expected

Follow our ‘first in, last out’ approach.

An attractive new add to our portfolios.

An attractive, growing sector in both Eastern and Western Europe.

Past quarterly publications