BlackRock is recommending higher-than-average debt allocation from emerging markets, especially Brazil, Colombia and Mexico. According to Axel Christensen, head strategist for Latin America, securities in local currency offer a very attractive combination of return and risk. However, for stocks, the guideline is now to change the above-average allocation in emerging to neutral, starting in the second semester. In the first semester, we had a ver…
BlackRock is recommending higher-than-average debt allocation from emerging markets, especially Brazil, Colombia and Mexico. According to Axel Christensen, head strategist for Latin America, securities in local currency offer a very attractive combination of return and risk. However, for stocks, the guideline is now to change the above-average allocation in emerging to neutral, starting in the second semester. In the first semester, we had a ver…