Claudia Calich, manager of the M&G Emerging Markets Bond fund, analyses the potential effects of an escalation of the trade tensions between the US and China on emerging markets.
How vulnerable are EMs to trade wars? There are various channels that can be impacted by trade wars: imported goods may become more expensive; currencies of exporting countries may depreciate and investment...
Lowest measure since index launched in 1995
Will be 'core to all great portfolios'
Why the traditional approach of combining bonds and equities is not the best way to improve risk-adjusted returns
Partner Insight: The way in which bonds have been so successfully combined with equities in the past 35 years has been contingent on them delivering high returns in periods of equity market stress. Yet in half of the 20-year periods over the past 120...
£34bn of non-sterling assets to be merged
Spent 13 years at Pictet