Argentinian assets have fallen dramatically following the surprise result of the country’s primary elections. Our equity and bond fund managers share their views on what might lie ahead.
Both the Bank of Japan and Bank of Canada left interest rates on hold, as expected, while tweaks to guidance imply a more accommodative stance.
After a two-decade boom, Canada’s housing market is now slowing as interest rates rise. We examine the impact on the broader economy.
With no sign of a summer lull this year, here’s a brief summary of the key events from July and August that matter to investors.
The recent flare up of risks in Argentina, and other emerging economies, has raised the spectre of a “classic” emerging market currency crisis. Given the improvement in fundamentals which has taken place over recent years, do opportunities remain in emerging market bonds?
Global Market Perspective
In this quarter's economic and asset allocation views, we discuss the escalating trade dispute between the US and China as well as examining the factors likely to influence US Treasury yields in the next two years.
We analyse a busy period ahead for Latin American politics and how upcoming elections have potential to change the policy outlook and investment climate.