| 06.07.2022 The Big Picture: Many emerging markets are expecting inflation to normalise fairly early (part II) |
| B. G., Opalesque Geneva: In part II (of II) of this interview, Charlie Wilson, co-manager of the Thornburg Developing World Fund, describes the investment shifts his portfolio has made of late, including a shift away from Russia and towards China and Latam, and a steady increase in financials, consumer discretionary and technology. He also talks about market pessimism and investors' reactio |
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