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Market still 'hot and busy' as borrowers line up
Investors would be wise to protect themselves against tail risks
Post-management senior positions can be very valuable, but only if handled right
◆ Investors show keenness for higher yielding bonds as macro trumps geopolitics ◆ BNP Paribas and Nomura eye dollar AT1s ◆ Commerz adds tier two capital in euros
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Enthusiasm for a defence push on the continent is crucial but lacking -
Some borrowers eye depth of US dollar market, while others anticipate 'orderly impact' on euro spreads
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Africa and the Gulf will suffer most in a global recession, rather than from direct tariff pain
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Trump has been far more open to negotiation on tariffs than expected, said one EM fund manager
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Transparency is an issue for the central Asian state, said one sovereign investor
