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?
As we hold our latest Investment Quarterly meeting, we take a look at how 2019 has played out so far. Dovish central bank policy has propelled markets to strong returns, but trade remains a key risk.
The Reserve Bank of New Zealand has led the way with its recent interest rate cut. As we head towards the end of the cycle, other developed market central banks could be expected to follow.
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?
Credit markets have enjoyed a strong march upwards, supported by robust technicals and a broadly positive fundamental backdrop. With issuance set to pick up, could now be the time to take some chips off the table?
An improved macroeconomic backdrop continues to support hard currency emerging market (EM) debt, which has outperformed local currency EM debt this year. However, is there now room for EM currencies to take off?
The rise in support for populist parties in the European elections has done nothing for the popularity of European risk assets. Should investors ditch Europe, or does this represent a buying opportunity?
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?
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?