A possible change in Chinese currency policy?
Global - Currency Thoughts - PDF
The rise in support for populist parties in the European elections has done nothing for the popularity of European risk assets. Should investors ditch Europe, or does this represent a buying opportunity?
Weakness in the global economy has been almost entirely driven by the manufacturing sector. With recent data showing tentative signs of a recovery, what could be the implications for bond markets?
What are the bright spots in fixed income?
Do high yield bonds and leveraged loans still have room to run?
What are the risk and return considerations when it comes to private credit?
Is now the time for de-risking?
Where should core or core plus portfolios look to find value?