Economics
20MAR 2018
Economics
12JUN 2018
The recent flare up of risks in Argentina, and other emerging economies, has raised the spectre of a “classic” emerging market currency crisis. Given the improvement in fundamentals which has taken place over recent years, do opportunities remain in emerging market bonds?
Economics
20MAR 2018
Economics
13FEB 2018
17JAN 2018
Economics
We look at what corporate bonds are and the pros and cons of owning them in a balanced portfolio.
13DEC 2017
Economics
Solid credit fundamentals, a moderate uptick in global economic growth with limited inflationary pressure and a favourable supply-demand balance all point to another good year for high yield bonds.
11DEC 2017
Economics
Global corporate bond valuations are elevated and insufficient to compensate for risk, but there will continue to be selective opportunities to take high conviction positions.
06DEC 2017
Economics
We expect episodes of volatility during 2018, which should provide opportunities to buy good corporate bonds relatively cheaply.
06DEC 2017
Economics
Improving global growth and low inflation should be supportive forces for Asian bonds in 2018 but higher oil prices could be a headwind for the region.
27OCT 2017
Economics
Several factors have combined to give strong impetus to emerging economies and markets, presenting a strong case for high yield credit.
06OCT 2017
Economics
In today’s complacent and expensive bond markets, an active and flexible approach is needed. We look at where the risks and opportunities lie.
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