The Currency Wager: Smart Allocation Strategies for Emerging Market Bonds in a Soft Dollar Cycle
Emerging Market Bonds come in two distinct asset classes with vastly different risk profiles. Hard Currency (HC) debt is denominated in major cur…
The Silent Tsunami: Yen Carry Trade Unwinding & Global Liquidity Crisis
There is an old adage on Wall Street: "Liquidity is like oxygen; you only notice it when it’s gone." For the better part of a decade, glo…
