Bonds (131)

Emerging market debt: down but not out
Fixed income

Emerging market debt: down but not out

We believe short-duration emerging market debt could present an opportunity amid an otherwise...

By Amélie ChownaSanchay Singla

18 May 2022

6 min read

Buy and Maintain, not Buy and Hold: how we seek to add incremental value
Ozkan Koyun
Investment strategy

Buy and Maintain, not Buy and Hold: how we seek to add incremental value

How we aim to capture credit risk premia by actively managing portfolios in response to changing...
By Ozkan Koyun
12 May 2022
3 min read
The importance of risk management
Emiel van den Heiligenberg
Investment strategy

The importance of risk management

A recent shark-diving experience highlighted the value of preparation and a cool head when dealin...
By Emiel van den Heiligenberg
06 May 2022
4 min read
Can emerging markets withstand a stronger dollar?
Erik Lueth
Markets and economics

Can emerging markets withstand a stronger dollar?

The taper tantrum of 2013 showed how sensitive emerging markets (EMs) were to higher US rates, bu...
By Erik Lueth
05 May 2022
3 min read
The quest for resilience in a fragile world
Investment strategy

The quest for resilience in a fragile world

Russia's invasion of Ukraine, and central bank back-peddling in the face of surging inflation,...

By Colin Reedie

20 Apr 2022

4 min read

Time in the market or timing the market?
Investment strategy

Time in the market or timing the market?

Our analysis of sterling investment grade credit data suggests 'good enough' timing may be all...
By Ian HutchinsonAngela Shi
06 Apr 2022
4 min read
Allocations for inflation (part 5): a tale of three asset classes
John Southall
Investment strategy

Allocations for inflation (part 5): a tale of three asset classes

As John Roe highlighted in his blog in this series , we believe clients shouldn't lose sight of...
By John Southall
31 Mar 2022
4 min read
Double whammy: European power and carbon prices
Lan Wu
Commodities

Double whammy: European power and carbon prices

Soaring power and carbon prices are affecting European corporates, with significant implications...
By Lan Wu
31 Mar 2022
3 min read