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Convergence in the Time of Imbalances Back to search results
Company: Ashmore Investment Management Limited
Published: 04 December 2012
Business Area: Asset Allocation
Format: Portable Document Format (.pdf)
Overview:
This month's Emerging View, "Convergence in the Time of Imbalances" is written by Jan Dehn, Co-head of Research. In this paper, he assesses the challenges facing global asset managers with long term investment objectives and how they should prepare for the unwinding of global imbalances. These imbalances have developed from excessive stocks of debt held by HIDCs (Highly Indebted Developed Countries) and excessive stocks of HIDC foreign exchange reserves held by emerging economies.
- Tags:
- Emerging markets debt,
- Debt,
- recession.
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