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GAM's Howard: Fear Around Mexico Could Be Overdone By Markets

(Bloomberg) -- Markets may have overshot how much of an impact President-elect Donald Trump's fiscal program will have on the U.S. economy, says Julian Howard, Head of Multi Asset Solutions at GAM. He told Daybreak Europe's Caroline Hepker that the rapid rise in bond yields and increased interest rate expectations have made emerging markets struggle to defend against heightened pressure on fixed income assets.

Nov 14, 2016

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