Fixed Income

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Markets

09DEC 2019

Outlook 2020: Emerging markets debt relative

The 2020 outlook for emerging market debt (EMD) remains positive, with fundamentals broadly supportive. Should the US dollar depreciate, the upside for local EMD looks particularly attractive.

Markets

04DEC 2019

2019

NOVEMBER

28NOV 2019

Markets

Are China's bond markets near a tipping point?

China’s bond markets are huge, but many foreign investors have little exposure. They are now opening up. Manu George explains the potential long-term opportunity for investors.

06NOV 2019

Markets

Monthly markets review - October 2019

A look back on markets in October when risk appetite picked up amid hopes of progress on trade talks.

OCTOBER

25OCT 2019

Markets

Three myths surrounding ESG in emerging market debt

Many feel that a focus on ESG is not compatible with emerging market debt investing. We disagree.

22OCT 2019

Markets

What happens to high yield bonds in times of market stress?

We look at whether investors are right to be wary of high yield bonds amid rising macroeconomic and geopolitical uncertainty.

17OCT 2019

Markets

Investment returns of 6% or 11%: who’s right?

Institutional investors accept a future of modest 6% per-year investment returns, but after a decade of surging asset prices from bonds to stocks, individual investors expect far more.

16OCT 2019

Economics

The "inescapable truths" one year on: what's changed?

A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?

15OCT 2019

Markets

The death of yields in six charts

Bond yields have declined remarkably since 2008, with a growing proportion now below zero. Here we highlight some extreme instances of ultra-low yields and look at what they mean for investors.