Fixed Income

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Markets

14AUG 2018

Turkey trouble: what's behind it and what does it mean for EM?

Our economics, equities and debt teams share their views on Turkey, where the lira has fallen sharply and raised concerns about broader market contagion.

2018

JULY

05JUL 2018

Markets

Quarterly markets review - Q2 2018

A look back on what was a volatile second quarter for financial markets.

JUNE

27JUN 2018

Markets

Corporate bonds: why investors’ knee-jerk reaction to rising interest rates could be wrong

As investors face the prospect of the near-40 year bull market in bonds coming to an end, many are questioning the role of bonds in their portfolios. The knee-jerk response of many will be to cut duration. This could prove a mistake.

13JUN 2018

Markets

Reassessing fixed income - is Goldilocks about to give way to the three bears?

The benign investment backdrop fixed income markets have enjoyed for many years is changing.

12JUN 2018

Markets

Why Argentina woes shouldn’t detract from positive emerging market debt story

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?

06JUN 2018

Markets

Monthly markets review - May 2018

A look back at markets in May when global equities advanced but political risks re-emerged in Europe.

05JUN 2018

Markets

The market stories of May: our charts of the month

May was an eventful month in financial markets. We chart our way around key developments that matter to investors

MAY

18MAY 2018

Markets

Could China’s bond market really be within investors' reach?

Chinese equities have become an increasingly large presence in our multi-asset portfolios, and in the coming years we're hoping to gain access to the country's onshore bond market too.