Kevin Corrigan, head of fundamental fixed income at Lombard Odier Investment Managers, explains how conventional market cap indices often leave bond investors exposed to the countries and companies that are borrowing the most.
Central European economies are beginning to show signs of growth, despite the Russia-Ukraine conflict showing no sign of easing in the near future, writes Franklin Templeton's Mark Mobius.
Edward Lam is running a significant underweight to China in the expectation the country will move to devalue its currency.
Franklin Templeton's Michael Hasenstab has said there will be no Armageddon in the eurozone, and urged investors to take advantage of short-term market inefficiencies.
Franklin Templeton Investments' Michael Hasenstab has boosted exposure to Hungary in the $60bn Templeton Global Bond fund, meaning the overall company is likely to hold more than 10% of the country's government debt.
Mainstream investors can remember when many of the largest countries in the emerging world experienced bouts of volatility, elevated borrowing costs, currency devaluations, high political risk and episodes of default.
Neptune founder and CEO Robin Geffen has ruled out the possibility of a eurozone breakup following a meeting with Italian Prime Minister Mario Monti.