US 30-year Treasury plunges to record low
Shifts positioning amid trade troubles
Sustainability, geopolitics and the 'Woodford liquidity crisis'
We are seeing a new bout of deterioration in fundamentals, with earnings revisions worsening and PMIs back on a declining path across emerging markets (EM).
Investors 'waiting on sidelines' for greater Brexit clarity
India and trade disputes give EM managers a lot to think about
Global economic cycle is among the longest in history
Fixed income manager takes a more cautious approach