Seeking out good alpha opportunities in emerging market debt
The steady recovery of the asset class has been remarkable, while the semi-mature state of EMD markets creates good alpha opportunities across sovereigns and corporates in both hard and local currencies.
Money for nothing, and VIX for free.
Our fixed income team provide their weekly snapshot of market events.
What the US election means for markets… and what it doesn’t!
The election cycle will increase short-term volatility, but we don’t believe it will have much influence on market averages over the long term.
Investment team updates – bullet points 4 September
Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.
Meanwhile… back in the range
Our fixed income team provide their weekly snapshot of market events.
Downgrades, defaults and dispersion: Covid and credit
It is becoming more difficult to find an ‘average’ bond. As economic uncertainty increases, the dispersion widens, creating opportunity for an active manager
Summer slumber soothes markets
Our fixed income team provide their weekly snapshot of market events.
Why Covid-19 will put the bond market rally back on track
“We are living in extraordinary times. Not since the Spanish Flu pandemic of 1918
have so many lives around the world been at risk from an infectious disease.
The response from governments and central banks has been equally extraordinary.”
Investment team updates – bullet points 14 August
Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.
Investment team updates – bullet points 07 August
Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.
