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PIMCO

'There’s a lot that needs to go just right': Ruffer’s Yeo warns markets are ignoring too many risks

Matteo Anelli
10 July 2025
Ruffer’s Jasmine Yeo explains why the assumptions underpinning today’s rally may not hold.

Emerging markets debt resilience: A contrarian case

Marcelo Assalin
10 July 2025
William Blair Investment Management’s Marcelo Assalin highlights the tailwinds behind emerging market debt in today’s market.

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