Three good and bad emerging market stories from the EMD hard currency universe.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Considering the risks posed by AI to technology and software loans.
In his clearest language yet, Fed Chairman Kevin Warsh laid out his guiding principles for monetary policy, and especially the central bank’s commitment to price stability.
Explore the evolving emerging markets debt universe, its key segments, and how sovereign hard currency bonds could enhance fixed income portfolios.
How spread tightness requires a more thorough search for value, even among less loved sectors.
Exploring the breadth and depth of the fixed income market.
Why we believe investors should actively consider short-duration fixed income.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Chairman Warsh’s hawkish rhetoric is likely not enough to assuage a market that had gotten used to forward guidance.
Why a more selective and active approach to fixed income now may help improve risk-adjusted returns.