Investec Asset Management, which oversees $36 billion in emerging-market fixed income, is ready to get back into the market after reducing risks at the start of the year.
The trade tensions between the U.S. and China will remain a concern but it won’t come to a point where U.S. President Donald Trump will risk a global slowdown, said Werner Gey van Pittius, co-head of emerging-market fixed-income at Investec, with $145 billion in total assets.