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?
Where should core or core plus portfolios look to find value?
Do high yield bonds and leveraged loans still have room to run?
Dovish central banks have the potential to extend the cycle—and therefore the positive environment for credit. Despite the strong performance year to date, we see opportunities for selective investors.
Dovish central banks, strong fundamentals and an improved outlook for China suggest that all stars are aligned for emerging markets. How long can the year-to-date rally continue?
With the summer lull coming to an end, will volatility remain subdued or will it pick up? What events in the coming months have the potential to disrupt fixed income markets?
An already accommodative European Central Bank (ECB) surprised markets with an even more dovish stance at its 7 March meeting—positive news for European credit.
The 2019 rally is underpinned by progress on the fundamental issues that rattled markets at the back end of last year. But given the strength of the rebound, how much longer can it continue?
The year started with global macro data and quantitative valuations moving in opposite directions. Can this trend continue, or will one side give way?