A review of markets in August when US equities advanced but other regions lost ground against a backdrop of trade tensions and a currency crisis in Turkey.
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?
Cryptocurrencies like Bitcoin get all the attention (and notoriety), but it is the underlying Blockchain technology that will revolutionise global business. In our view, it has the potential to be as significant for industry in general as the internet was for society.
The scope of the global corporate bond universe can be a daunting prospect; identifying key investment themes is one way to navigate this landscape and make good investment decisions.