Skip to content

Harlyn Research LLP

Probability-based investment modelling for professional and institutional investors

  • Home
  • Research
  • Models
  • Contact
  • Log In
  • My Harlyn
  • Home
  • Research
  • Models
  • Contact
  • Log In
  • My Harlyn

Europe Can Set the Agenda

Wednesday, August 1st, 2018   Categories: Emerging Markets, Equities, FX rates, Government Bonds

EM assets are already attractive in euros

Because of the strong dollar, European investors have a chance to buy emerging market exposure without competition from US investors. EM Bonds already offer attractive risk- adjusted returns when measured in euros or pounds. There may also be an opportunity in selected equity markets like Mexico, India and Israel, even if the overall index is unattractive because of its large exposure to China and the threat of a trade war.

Download Added to cart
Synopses can be downloaded by subscribers holding a Harlyn All Access Pass
Not a subscriber? PURCHASE ALL ACCESS PASS
Already hold an All Access Pass? LOG IN

Any investments or investment services mentioned in this web-site are only available to professional clients.

This web-site is issued in the United Kingdom by Harlyn Research LLP, “Harlyn”, (registered in England and Wales; number OC369433), an Appointed Representative of Stoneware Capital LLP (“Stoneware”), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (the “FCA”). The investment products and services of Stoneware and Harlyn are only available to professional clients and eligible counterparties. They are not available to retail (investment) clients. Past performance should not be seen as an indication of future performance.

Privacy Policy
Terms and Conditions
Website by Dovedale Design
Admin
© Harlyn Research LLP 2012-2023