'Contagion is the threat in globalised markets' - Arabia Monitor cited in Gulf News

Andrew Shouler cites Arabia Monitor's Strategy Views research on MENA credits against a backdrop of rising UST yields.
Whereas investors might gravitate to apparently safer instruments in those conditions, in fact “in light of Mena’s unique dynamics, a mix of low-beta, high-beta and relative value credits” might be a favored strategy, based on historical analysis.