emerging market debt

Or, why the time for developed market bonds is long past.

Investors who have steered clear of this side of the market could have made a big mistake, according to portfolio manager Eric Fine.

Whilst rates might have peaked, there remain pockets where fixed income returns are expected to stay stronger for longer.

Emerging market debt might be one of the few under-the-radar investment opportunities still available today. Here is the skinny.

While equity markets continue to tumble in the face of a rising Fed, fixed income is getting attention. Asset allocators, after being rocked by the historic sell-off...

While the sell-off in growth stocks and tech stocks has garnered most of the headlines this year, there’s been a quieter sell-off happening in debt markets....

The consensus is that emerging markets are a potential beneficiary from the US ‘blue wave’ after the Democratic Party won control of all three houses of government...

Confidence is growing in the outlook for emerging markets. Over the last month of bumper returns for most risky asset classes, emerging markets excluding China have...

Last Tuesday’s RBA interest rate cut and accompanying statement didn’t bode well for investors that rely on income producing assets such as bonds. Investors need to...

It seems like we’re back where we were at the beginning of the year, with most asset classes looking rich. In these times some investors are tempted to expand their...

The December release of the “Global Waves of Debt: Causes and Consequences” report by the World Bank mostly slipped under the radar as people were focussed on...

The travails of Argentina are well known, they’ve defaulted on their debt yet again with bondholders now fretting over how big a haircut the country will try to impose...

The often-quoted US$17 trillion worth of negative-yielding bonds are from developed economies such as Japan, Germany and France. In stark contrast, government bonds...

It’s not hard to build a compelling bear thesis when considering the trade war, the yield curve inversion, and the increasing risk of global recession. But when we...

Lending money to countries such as Zimbabwe requires skill, knowledge, and experience. Stephen discusses how Global Evolution has become a global leader in...

Macro uncertainty is now the key driver of markets and the United States, for the first time in many decades, is now a "net exporter" of political and economic...

The BlackRock Investment Institute (BII) said it now sees trade and geopolitical frictions as the principal driver of the global economy and markets, and as a result...

Income helps provide a stable source of returns. Capital Group developed the Global High Income Opportunities strategy (GHIO) 20 years ago. Within this strategy, we...

One of the classic signs that the credit cycle is nearing the end is that borrowers that shouldn’t be getting financed not only get funded, but get it at terms that...