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.
As the 'lower for longer' yield mentality in developed markets appears to be morphing into 'lower forever', the higher yields available in emerging market fixed income may offer an alternative, writes Claudio Da Gama Rose, associate portfolio manager...
Aiming to broaden fixed income range
Record inflows in run-up to Brexit
Managers tell Investment Week about the difficulties of dealing with record low yields in traditional fixed income sectors, and whether areas such as emerging market debt are worth considering.
Reveals details of launch plans
The 'growth gap' between emerging and developed markets is widening in the former's favour and emerging markets are expected to grow by a robust 4.5% this year, according to Muzinich's Warren Hyland.
Addition to Global Investor Series
Managed by Hawkins and Spector
QE losing effectiveness
Nick Gartside, J.P.Morgan Asset Management CIO fixed income and manager of the Global Bond Opportunities fund, talks to editor Katrina Lloyd about why Mark Carney did exactly the right thing by cutting rates, and why fears about bond market illiquidity...
What are the manager's key concerns?