Contrary to growing fears of an impending recession, Fisch Asset Management believes that the global economy is in a “Goldilocks” period and recession is a distant prospect. But as a result, Fisch believes the SSA market is in “one of the biggest bubbles” it has experienced and faces a “quick and strong” correction.
Beat Thoma, chief investment officer at Fisch, told GlobalCapital: “There’s a wall of worry at the moment. Investors are speaking about recession and buying government bonds. It’s too much. There’s a bubble in safe haven assets and it’s one of the biggest ever because everyone is involved, all
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