EMs on a 'whopping' 30% discount
Credit as an asset class has historically delivered reliable returns across the cycle. Last year's returns in global credit were exceeding 6%, writes Vontobel's Christian Hantel.
Led by Karsten Bierre
Quick-fire interview with AXA IM's Porter: How transition to 'inflationary mindset' could impact bond liquidity
AXA IM's global head of fixed income John Porter talks to editor Katrina Lloyd about the significant pockets of volatility which could open up as investors move away from a deflationary mindset, and why overinvested assets could suffer the greatest liquidity...
Expect heightened volatility
According to CFA UK's Valuation Index
Ian Pizer reveals his key trades for the new year
First rate rise in a year
Managers take cautious approach ahead of expected US rate rise as 'wary' Yellen likely to underwhelm on outlook
Two rate rises predicted next year
'Capitalise on targeted market opportunities'
Managed by Raphael Marechal
Worried about Trump's impact on credit markets
The euro fell to levels last seen in March 2015 last night as Italian Prime Minister Matteo Renzi said he would resign after suffering a worse defeat than expected in the country's referendum on constitutional reform.
Managed by Insight Investment
Weekly losses exceed $1trn for second time in 20 years
Renewed expectations of a US interest rate rise and the uncertain outcome of the imminent US election have recently contributed to more moderate returns from emerging market bonds after their solid year-to-date performance.
The implications of Trump/Clinton wins
From 16 December
Mixed economic data from the US this year, as well as increased global risks, has led to a deferral in this year's much awaited interest rate rise, writes Fatima Luis, a portfolio manager and analyst at Mirabaud Asset Management.
Brendan de Jongh, SA head of research at PortfolioMetrix, explains the benefits of holding an asset class when the risks have increased and yields have declined.
Gilt yields returned to pre-referendum levels
Extending existing relationship
Arif Husain, head of international fixed income at T. Rowe Price and manager of the Global Unconstrained Bond fund, discusses the impact of Brexit on Central and Eastern European issuers and the investment opportunities emerging in the region.