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?
2018 has been a challenging year for market returns across the board. What has driven the uncertainty, and will volatility persist in 2019?
With macroeconomic fears dominating the airwaves, the Federal Reserve (the Fed) may need to prepare to take a less predictable course.
Does the recent sell-off for risk assets mean the end of the cycle is nigh, or is there value to be found for investors willing to buck the trend?
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?
Dovish language from the Federal Reserve (Fed) has buoyed risk assets—but investors will need to listen closely this year in case of further shifts.
Weakening global growth data points to end-of-cycle dynamics. However, a pause in US rate hikes could be beneficial for emerging markets.
After a difficult period for returns in 2018, we are watching five issues that could shape markets in another potentially volatile year.
There has been significant progress in the Brexit negotiations in the last 48 hours. A withdrawal deal has been agreed between the UK and European Union (EU).
What is the catalyst that could translate reasonable fundamentals and attractive valuations into an emerging market (EM) debt recovery?