Alongside gold and developed market Sovereign bonds, developed market equities and bonds have been some of the hottest trades this year.
According to Bank of America’s “Flow Show” report published at the end of last week, around $2 billion flowed into emerging market debt funds over the last week. This marks the seventh straight week of inflows into such funds. Over this period, more than $20 billion has been invested in emerging market bond funds, the largest amount on record.
Jeffrey Gundlach’s Doubleline Capital – Emerging Market Debt And The Three C’s
Meanwhile and $5 billion found its way into emerging market stock funds last week, taking the seven-week total to $14.6 billion for emerging market equity funds, a near two-year...

