Recent radical monetary and fiscal policy, along with fluctuating currencies, have led some developed markets to behave more like their emerging-market peers. So how do we distinguish between them as bond investors? Deputy chief investment officer of multi-asset Paul Brain and fixed-income portfolio manager Trevor Holder talk to multimedia editor Matthew Goodburn about the trend of divergence and reveal the bright spots and areas to avoid in developed and emerging-market bonds.
Recorded 7 September 2023
