Bonds (131)
Fixed income
Emerging market debt: down but not out
We believe short-duration emerging market debt could present an opportunity amid an otherwise...
18 May 2022
6 min read
How we aim to capture credit risk premia by actively managing portfolios in response to changing...
A recent shark-diving experience highlighted the value of preparation and a cool head when dealin...
The taper tantrum of 2013 showed how sensitive emerging markets (EMs) were to higher US rates, bu...
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,...
20 Apr 2022
4 min read
Our analysis of sterling investment grade credit data suggests 'good enough' timing may be all...
As John Roe highlighted in his blog in this series , we believe clients shouldn't lose sight of...
Soaring power and carbon prices are affecting European corporates, with significant implications...
