Fixed Income

06FEB 2017

Markets

Monthly markets review - January 2017

A look back at markets in January 2017 when US equities hit fresh highs but other regions were more mixed.

02FEB 2017

Markets

How Trump’s presidency might affect your investments

There has been a lively reaction in financial markets to Donald Trump’s election win, but what might his presidency mean for investments in 2017?

JANUARI

25JAN 2017

Markets

Outlook 2017: Emerging market debt relative

2017 may prove a challenging year with consensus expecting a firm US dollar; however any change to this view could see a considerable rally and fundamentals for many emerging markets have improved.

2016

DECEMBER

20DEC 2016

Markets

Outlook 2017: Emerging market debt (absolute return)

In the challenging bond environment of 2017, selected local currency government bonds could offer the best opportunities to generate attractive returns within the asset class. An investment approach combining flexibility, selectivity and downside protection, however, is crucial.

14DEC 2016

Markets

Outlook 2017: Asian bonds

Volatility in bond markets should also open up opportunities in 2017, particularly in Asia.

08DEC 2016

Markets

Outlook 2017: Global bonds

It could be another rollercoaster ride for bonds in 2017, when we expect to adopt a more opportunistic investment strategy.

06DEC 2016

Markets

Monthly markets review - November 2016

A review of markets in November 2016 when the US presidential election dominated events.

NOVEMBER

30NOV 2016

Markets

Outlooks 2017: Global convertible bonds

With the potential for equity market volatility and rising interest rates, 2017 could be a year for convertible bonds to prove their worth.

28NOV 2016

Markets

How to prepare your portfolio for inflation

Inflation may finally be returning to Western economies, aided by the “Trumpflation effect”. We explain why, and highlight how investors can protect themselves

28NOV 2016

Markets

Can the emerging markets revival continue?

Our panel of experts reflect on the revival seen in emerging markets this year, and discuss whether it is set to continue in 2017 in the wake of the recent US presidential election result.