Fixed Income Outlook – What's...
Global corporate bonds have done well so far this year despite spells of economic uncertainty and geopolitical volatility. While those…
29/10/24
Emerging markets
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Article
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Podcast
Talking Heads - Emerging market...
Emerging market debt has had a strong run since the start of 2024 with positive performance across the universe of…
10/09/24
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Graph
Graph of the Week –...
Emerging Asia stands to benefit from cuts in US interest rates that now look increasingly likely and imminent. The region…
06/09/24
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Article
Weekly Market Update – The...
Financial markets are pricing in a cycle of widespread interest rate cuts. November’s US presidential election is now becoming the…
02/09/24
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Graph
Graph of the Week –...
Investor sentiment towards Indian equities has improved even as it deteriorates for Chinese equities. As a result, the share of…
01/08/24
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Graph
Graph of the Week –...
The equity market sell-off over the last two weeks has been characterised as the (temporary) demise of the US ‘Magnificent-7’…
26/07/24