Rothschild: EM Sovereign Debt Could Be Approaching “Bubble Territory”

Investment managers at Rothschild haven’t changed their generally positive outlook, but note four primary concerns on their radar.

Rothschild: Ukraine is part of larger global issue

“Any further escalation of the ongoing tensions between Ukraine and Russia could depress investor sentiment and cause energy prices to rise,” the firm wrote in their “Market Perspective” publication. Although it is typically viewed as an isolated event, Russia’s actions in Ukraine are viewed by some in the financial community as a larger piece of a puzzle that includes Syria, Iran and a play against the US dollar.  On the...