Post by Allianz Global Investors

“It’s the politics, stupid!” It's crucial for active managers to scrutinise local politics for clues about a country's economic trajectory and potentially as a source of uncorrelated investment returns. This month, we examine events in Brazil, Colombia, Hungary, Peru, Romania and Türkiye. 🔗 Download the pdf: https://ow.ly/feXJ50ZatXw #EmergingMarketsDebt | Giulia Pellegrini