As the end of the year approaches and on the back of strong returns, some emerging market (EM) bond investors are considering taking profit and reallocating capital from this asset class. But in the current yield-starved environment, such a move could prove detrimental.
Supported by strong fundamental drivers, EMs are one of the few areas that continue to provide solid yields. If we look at bond index returns, both the sovereign and the corporate index have yields...
Retail companies could exceed expectations
Debt has become the opioid crisis of the global economy.
Bond investors spent most of last year transitioning towards a more fundamentally driven approach to selecting assets.
There is something strange going on in Europe according to some commentators - the market has rallied aggressively post the trade war-induced sell-off in the fourth quarter of 2018.
We expect to see continued market volatility and macroeconomic uncertainty in the UK throughout 2019, not least due to Brexit.