Rogge Global Partners is a $36 billion global fixed-income specialist based in London. Malie Conway, co-CIO and head of global credit, and Ranjiv Mann, head of economic research, discuss why US rates could peak sooner than projected and why renminbi weakness needs to be carefully managed.
Read their views on the prospects for the Chinese renminbi by clicking here.
Q What explains the persistent gap between market and US Federal Reserve expectations for the trajectory of interest rate hikes
Ranjiv Mann The world’s economic cycle is clearly desynchronised. Developed markets are emerging from their deleveraging phase, while the emerging-market world is still in...