What is the catalyst that could translate reasonable fundamentals and attractive valuations into an emerging market (EM) debt recovery?
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?
Weakening global growth data points to end-of-cycle dynamics. However, a pause in US rate hikes could be beneficial for emerging markets.
Idiosyncratic stories in emerging markets are showing signs of improvement. Are tactical opportunities opening up, and what is the fundamental outlook for the sector as a whole?
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.
With data coming in much stronger in the US than in the rest of the developed markets, does recent spread widening for US high yield present an entry point?
With the European Central Bank (ECB) set to resume quantitative easing, can European high yield spreads return to their lows of the last time around?
With the European Central Bank (ECB) almost certain to start quantitative easing again, what is the outlook for European credit?
With inflation stubbornly weak, the European Central Bank (ECB) is now expected to act. What would more monetary stimulus mean for investors?
With Mexico the latest target of Washington’s tariff tactics, trade tensions are clearly escalating, not subsiding. Could this be the final straw to push the Federal Reserve to cut rates?