Fixed Income


Market Views: Fixed Income

05DEC 2018

Outlook 2019: Global bonds

The storm clouds are gathering for fixed income investors who may soon have to leave behind the quiet life which they have become accustomed to since 2008.

Market Views: Fixed Income

01NOV 2018



25OCT 2018

Market Views: Fixed Income

High grade credit: you get what you pay for

Investment grade corporate bonds look expensive, but given positive changes in fundamental credit quality in recent years the asset class still presents attractive opportunities.


28SEP 2018

Market Views: Fixed Income

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.

26SEP 2018

Market Views: Equities

Five charts that explain the case for emerging markets

For those investors unfamiliar with emerging markets, it’s important to understand some key facts about risks and rewards, as well as their sheer importance in the world economy.

11SEP 2018


60 seconds on why investors are converting to convertibles

Martin Kuehle discusses the appeal of convertible bonds amid a backdrop of increased market volatility.

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.


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.