What is the catalyst that could translate reasonable fundamentals and attractive valuations into an emerging market (EM) debt recovery?
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?
The financial crisis left many pension plans – both public and private – in an uncomfortable situation.
Disappointing macroeconomic data and ongoing political uncertainty have weighed heavily on the euro. Does this pessimistic picture mean there’s room for a rally?
We continue to believe that no UK politician can secure a bettler deal simply because there is no toher solution to the Irish Border.
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?
Market volatility has come back with a vengeance. However, higher market volatility is normal in the later stages of an economic cycle.
As anticipated, the Democrats took the House of Representatives and the Republicans held the Senate, the Republicans increased their majority in the Senate.
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?
New Taiwan dollar Assumptions