 |
大卫万格
＆ 团队 |
美国银行
Merrill Lynch. |
一场出场：2
总出现：4
团队首次亮相：2011年 |
捕获第二年的第一年是美国Merrill Lynch集团的第一个，由伦敦为基础大卫万格，谁再次飞行了固定收入战略中的1号队。“我发现该团队非常专注于在信用视角下分析各国，”观察一位基金经理。十年经济学家在开普敦和莫斯科的办事处努力建议，最大的区域问题是俄罗斯和乌克兰之间的持续冲突，他们期望徘徊，最终是在长期内谨慎对俄罗斯谨慎持谨慎态度的持续冲突。Already, that Eurasian nation’s fundamentals are projected to suffer from weak demographics and a lack of reforms, and now “the crisis will likely further reduce foreign investment, which is important for innovation and the only way Russia can grow despite its aging society,” says Hauner, 37. He and his teammates also anticipate that the standoff will result in a geopolitical shift, with Russia pivoting to the East, especially toward China, and Europe aiming to reduce its dependence on the country’s energy exports. The analysts recommend buying emerging markets that are undergoing major corrections, pointing out that although credit fundamentals have weakened to some extent, they are still strong in most countries. “Debt remains lower than it was ten years ago, and fiscal deficits and inflation are generally lower,” Hauner explains. “Moreover, currencies are freely floating today, making it easier for economies to adjust to shocks to capital inflows.” His squad’s research, another fan remarks, “is thought-provoking.” |
