Fixed Income

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Market Views: Fixed Income

28SEP 2018

Troubled Argentina turns a corner

Market sentiment towards Argentina is likely to improve after a landmark week which should bring greater clarity on the country’s outlook.

Market Views: Equities

26SEP 2018

2018

SEPTEMBER

06SEP 2018

Market Views: Fixed Income

Have bonds lost their bite?

As markets evolve, we explore whether bonds are still able to provide protection in turbulent conditions.

AUGUST

23AUG 2018

Market Views: Fixed Income

Three signs that EMD could be nearing a tipping point

A margin of safety has opened up for emerging market investors after recent selling, and history suggests a buying opportunity in emerging market debt (EMD) could be on the horizon.

14AUG 2018

Market Views: Equities

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.

JUNE

27JUN 2018

Market Views: Fixed Income

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.

12JUN 2018

Market Views: Fixed Income

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?

05JUN 2018

Market Views: Multi-Asset

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

Market Views: Multi-Asset

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.