Uncertainty over trade truce with US
When applying environmental, social and governance factors to emerging markets, we favour a flexible approach that balances impact with opportunity.
The global opportunities to watch out for
Improvements in fiscal competence and policymaking are transforming perceptions of emerging market debt.
Seeking steady returns – even in turbulent times
Following the consensus is often not the best way to navigate bond markets, argues David Ennett. Investors need an active, flexible fixed-income strategy that seeks opportunity where returns are emerging, not where the herd is already gathered