Are we there yet?
Investors have been preparing their portfolios for the one of the most anticipated recessions of all time, but when that recession begins remains uncertain.
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Investors have been preparing their portfolios for the one of the most anticipated recessions of all time, but when that recession begins remains uncertain.
Emerging market (EM) local currency debt has performed well year to date and we believe the developed vs emerging market dynamic, as well as macroeconomic conditions will help the asset class continue delivering healthy returns for the remainder of year.
Investors are contending with the highest rate of bank failures since the global financial crisis. We assess the potential risks to financial stability over the next year.
Portfolio positioning analysis
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.
Use our flagship thematic and capital markets research to explore long-term expectations for asset class returns and to help guide strategic portfolio allocations.
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