A series of loosening signals from China’s central bank in recent weeks point to an incrementally more dovish policy stance, supporting market sentiment.
Environmental, Social and Governance (ESG) in Emerging Markets
Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.
While the latest news provides dramatic headlines, Until the UK population shifts one way or another, it is unlikely the position of UK parliament will change.
Emerging market debt is underpinned by a solid fundamental backdrop, but the local index is at all-time tights. A differentiated approach seems warranted.
Emerging market (EM) central banks are following their developed market peers with easier monetary policy. What are the implications for EM debt?
Investment strategies for a late-cycle environment
Transient market volatility has the potential to be thrilling
European high yield spreads are still above their long-term tights, but that doesn’t take quality into account. Are fundamentals robust enough to justify taking more risks?
A slew of fundamental developments over the week suggests the macroeconomic backdrop continues to deteriorate, and yet bond markets are still generating strong returns across not only safe havens but also risk assets. Can this momentum persist into Sept.