Which areas should investors pay attention to?
Population explosion still key driver of global markets
Effects of low-interest rate environment
Iceland "compelling opportunity from rates and FX perspective"
'Three-letter debt instruments' attractive diversifiers
'Italexit risks are overstated'
Fell into bear market territory in 2018
Geopolitical impact on global markets
Reporting to CIO Raphael Robelin
Ahead of ceremony in November
Pockets of value
Russel Matthews of BlueBay Asset Management
Investing across the fixed income universe
Europe's economic recovery continues to broaden and deepen. The ongoing expansion is supported by a synchronised global growth backdrop with few medium-term concerns coming from the international trade impulse.
Hard data lagging soft indicators
Responding to increase in client demand
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...
Run by trio of managers