Global growth is showing signs of strength and wage growth is slowly feeding through to inflation. However, it’s a very different picture in Japan. What impact could Japan’s stagnation have on monetary and fiscal policy?
After the spring emerging market (EM) sell-off, the summer has so far seen a reversal in fortunes, with EM debt indices retracing some of their losses since the beginning of June.
Long-term Capital Market Assumptions 2017 Theme-Credit cycles
The insurers' moment: Credit lending after the crisis
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
What investors should consider
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Our core fixed income strategies seek to maximize total return by investing primarily in a diversified portfolio of high quality investment grade securities.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.