Fund Radar: India stands out among emerging markets
This edition of the Morningstar Fund Radar delves into the investment strategies that have caught the attention of European investors and highlights some surprising trends from the first half of the year. India has emerged as a standout among emerging markets.
'Risk assets are on the rise, but recession is still to hit'
Following Christine Lagarde’s earlier ‘rookie error’, the newest ECB stimulus package did not come as a surprise for Ella Hoxha, manager of the Pictet Global Bond Fund. Are European bonds now out of the danger zone? ‘The worst should technically be behind us though we’re not out of this crisis yet. The recession hasn’t even begun.’