Shinhan AM's Hong on Global Credit

The video discusses the current landscape of fixed income and credit markets, focusing on Fed rate expectations and the impact of treasury volatility. It highlights emerging market opportunities, particularly with China's reopening, and the attractive credit spreads over U.S. Treasuries. The analysis extends to Asian bonds and regional EM performance, noting the recovery in Europe post the Russia-Ukraine conflict. The video concludes with insights on interest rate trends, spread volatility, and potential opportunities for tightening spreads.

In what ways has the China reopening influenced emerging markets and their performance?

What is Shannon Asset Management's stance on duration and interest rates, and how do they view the volatility of spreads?