Watching Emerging Market Debt For Value
Carl Shepherd, from Newton Investment Management’s Global Dynamic Bond team, explains why they are favoring short-dated, hard-currency emerging market debt (EMD) over local currency issues despite the higher yields on offer from the latter.
2017: Themes and Investment Strategies
In Jeff Mortimer’s latest Investment Update he discusses our expectations for 2017, what they mean for your portfolio and the importance of considering all aspects of the market when investing for the long term.
Investment Update: Eyes on the Prize
In Jeff Mortimer’s latest Investment Update he discusses the market environment since the election and why we recommend holding certain asset classes in portfolios. He reminds clients about the importance of diversification and active allocation decisions when investing for the...
A volatile investment environment characterized by divergent interest rate cycles and pockets of political instability increasingly calls for a global approach to credit investing, writes Insight credit portfolio manager Adam Whiteley.
Fed Thoughts: The Deep End Of The Pool
By the Friday that Fischer spoke, virtually every participant in meetings of the Federal Open Market Committee (FOMC) had relayed that the case to consider at their meeting on March 14 to 15 for adding 25 basis points to the...