April 2021 - USD weakness gives fresh air to Emerging Markets bonds - Tactical Fund Manager's Comments

10 May 2021

Hasan Aslan

A patient Fed and the increased US trade deficit were the main drivers of a weaker USD in April. Emerging Markets bonds will continue to be supported in an environment of a weaker dollar and higher commodity prices.

Source: Bloomberg, RAM AI, as of 30.04.2021


Direct access per fund to our latest Fund Manager's Comments:  

Global Bond Total Return

Asia Bond Total Return