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?
An already accommodative European Central Bank (ECB) surprised markets with an even more dovish stance at its 7 March meeting—positive news for European credit.
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?
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?
LTCMA 2019 illustrated infographic dealing with upward drift in government debt.
Our approach to ESG in Real Estate Americas
Impacts of disruption on the core infrastructure investor
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?
Impact of disruption on the core infrastructure investor
The macro backdrop has not changed significantly in recent weeks—so what is driving the risk asset bounce?