Principal Asset Management

As political shocks fade and macro forces realign, emerging market debt (EMD) enters 2026 with renewed resilience, strong technicals, and seven defining themes that set the stage for attractive income and selective alpha

UK gilt yields slide

With negativity hanging over markets, Principal Asset Management’s Michael Goosay explains why an active approach – and some optimism – is needed to best optimise fixed income opportunities

Shutdowns have 'little lasting effect'

Now at 34 signatories

Treasury yields up after Congress vote

Amid market uncertainty

Cut to 3.25%