The strength of the US economy is pushing rates higher, and the US dollar is following suit. But can this cyclical support for the currency continue, or will the structural headwinds prevail?
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?
Mounting political tensions in Europe have been negative for risk assets in October, particularly equities. European credit has so far escaped relatively unscathed, but how long can this resilience persist?
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?
US investment grade yields are at an eight-year high, after considerable moves higher year-to-date. With midterm election uncertainty in the rear view mirror, could now be an opportune time to add some exposure?
Disappointing macroeconomic data and ongoing political uncertainty have weighed heavily on the euro. Does this pessimistic picture mean there’s room for a rally?
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?
What is the catalyst that could translate reasonable fundamentals and attractive valuations into an emerging market (EM) debt recovery?
With macroeconomic fears dominating the airwaves, the Federal Reserve (the Fed) may need to prepare to take a less predictable course.
2018 has been a challenging year for market returns across the board. What has driven the uncertainty, and will volatility persist in 2019?