Market insights

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Brazil, Chile, Argentina: Three countries with very different challenges, but each of them each offers exciting opportunities. EM Portfolio Manager Tanja Kusterer spent 6 weeks in Latin America to gain insights and personal impressions. In this paper she explains where she would invest.

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The Swiss bond market is becoming more attractive again from a yield perspective. Taking into account the current hedging costs, interest rates on Swiss franc bonds are even higher than those on EUR or USD bonds.

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The traditional 60/40 allocation between equities and bonds remains widely popular. However, with a few tweaks, namely adding a moderate allocation to convertible bonds, this trusty staple of the asset management world can yield superior results without losing any of its advantages.

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Even after the impressive rally of recent months, investors can still secure very attractive yields with high-yield bonds. Positive corporate results, solid fundamentals and low default rates give us grounds for optimism for the remainder of the year.

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The outlook for corporate bonds for the rest of the year is better than it has been for a long time. This applies to all three sub-categories: Investment Grade, High Yield and Emerging Markets.