India and trade disputes give EM managers a lot to think about
Headlines 'don't reflect the whole story'
Reducing volatility and maximising returns
Global economic cycle is among the longest in history
More emphasis on corporate governance and responsibility
A broader swathe of economic indicators — of the recent past, present and future — have fallen to indisputably weaker levels than at any time since the 2008 global financial crisis.
The bottom has fallen out of gilt yields and high-yield credit spreads have been bouncing all over the place. The iTraxx high yield spread index hit a two-year high of 249 basis points (bps) to 310bps during the month, before rallying in early June to...
US-China trade wars have been re-invigorated with extra tariffs on Chinese products worth $200bn and threats of 25% tariff on a further $300bn. This prompted comments from President Xi Jinping, calling on the nation to embark on a new 'Long March'.