The Bank of England (BoE) held its base rate of interest unchanged at 0.5% at its meeting today.
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
The Chancellor pointed out at the beginning of this budget that a new budget could be required in the spring if a Brexit deal is not reached.
Like summers, economic expansions do not last forever. The US recovery is now the second longest on record. There is nothing to suggest it will end in the near future, so the broad prognosis for risk assets remains good. But we know that—like weather fore
1Q18 earnings update: A tailwind from taxes
Over the past week financial markets have reacted negatively to the President’s announcement of tariffs on steel and aluminum, mainly due to fears of a trade war that could reduce global trade.
We enter the second quarter with a constructive view on emerging markets debt (EMD). In our view, the combination of a dovish Federal Reserve (Fed)*, Chinese stimulus and a stable servicing backdrop should lead to a stable returns profile
Currency movements based onbrexit's outcome.
Market sentiment towards the Chinese currency has shifted significantly