Stay on top of all the latest moves on global bond markets with our weekly Bond Bulletin.
European high yield faces headwinds from higher borrowing costs and a more challenging earnings outlook, but strong technical factors and steady yields are bolstering resilience ahead of significant upcoming market events.
Emerging market local currency debt has historically performed well when the US economy slows, providing exposure to local treasury yields from around 20 emerging countries and currencies. We discuss the characteristics of the current global cycle and how it might differ from previous ones.
Slowing economic growth, along with trade and technology tensions with the US, have resulted in negative rhetoric regarding China’s economic outlook. We explore which countries are set to benefit from the geopolitical pressures, as well as assessing whether the negative sentiment on China is overdone.
Find out how we’re positioning our global fixed income and emerging market debt portfolios, based on our latest quarterly economic and market views.
Keep track of the biggest economic and market developments with our fixed income chart pack and six-monthly investment outlook.
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