Bond Bulletin: Japan goes from laggard to leader of the week

Japan has spent the past year as one of the developed world’s most out-of-favour government bond markets. While Japanese government bonds (JGBs) have recently outperformed, it remains to be seen whether the shift is durable. In this week’s Bond Bulletin, we explore the drivers behind the move.

Bond Bulletin: IG spreads defy supply

Despite heavy new issuance, global investment grade (IG) credit spreads remain anchored near cycle lows. This week’s Bond Bulletin examines valuations in the context of supply and demand, and the opportunities this presents for investors.

Bond Bulletin: Emerging market debt’s resilience

Emerging markets have weathered another external shock well, as the latest move in energy prices translated into a more manageable inflation impulse than initially feared. In this week’s Bond Bulletin, we explore the resiliency of the region and opportunities in emerging market (EM) debt.