The need for stronger US...
US Treasury bonds have long provided domestic and foreign investors a modest yield that was assumed to be risk free.…
24/07/25
Fixed income
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Article
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Podcast
Talking Heads – What next...
When it comes to digital assets, attention often centres on cryptocurrencies, but for an asset manager, digitalisation opens up a…
22/07/25
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Article
Emerging market debt – More...
While geopolitical concerns and trade uncertainty are likely to continue weighing on investor sentiment over the near term, emerging market…
22/07/25
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Article
Corporate bonds – Tailwinds ahead
We are constructive on both the US and euro investment-grade segments as company fundamentals and technicals remain supportive in the…
21/07/25
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Article
Eurozone bonds – On the...
We expect the net effects from the US trade tariffs to be disinflationary. Downward price pressures from the direct hit…
18/07/25
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Article
US fixed income – Reasons...
Developed market interest rates remained generally range bound in the second quarter. The US economy can be expected to pivot…
17/07/25