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Kettle: Emerging Market Yields 'Attractive'

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Manage episode 519425783 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Anthony Kettle joins Morning Movers to discuss emerging markets performance. He says EM yields are still reasonable compared to history and it is a "long duration asset class" with the Fed in a cutting cycle. Anthony says he looks from the bottom-up on the sovereigns versus corporates, citing the Russia-Ukraine war and China's real-estate concerns weighing on the corporates. He looks at the Trump administration's relationship with emerging markets, including the removal of some tariffs on South American countries and its Argentina liquidity support.

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8773 episodes

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iconShare
 
Manage episode 519425783 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Anthony Kettle joins Morning Movers to discuss emerging markets performance. He says EM yields are still reasonable compared to history and it is a "long duration asset class" with the Fed in a cutting cycle. Anthony says he looks from the bottom-up on the sovereigns versus corporates, citing the Russia-Ukraine war and China's real-estate concerns weighing on the corporates. He looks at the Trump administration's relationship with emerging markets, including the removal of some tariffs on South American countries and its Argentina liquidity support.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – / schwabnetwork

Follow us on Facebook – / schwabnetwork

Follow us on LinkedIn - / schwab-network

About Schwab Network - https://schwabnetwork.com/about

  continue reading

8773 episodes

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