Thursday, August 14, 2025

High-yield corporates and floating rate led performance across credit sectors, followed by investment grade.

Friday, August 8, 2025

Read about why HYEM's 7% yield may not outweigh its declining value, inflation-adjusted losses, and U.S. tariff impacts. Access the full analysis on this ETF here.

Wednesday, August 6, 2025

Uncertainty about the future path of tariffs led to heightened market swings in Q2, and in this environment, emerging markets debt valuations have improved.

Friday, August 1, 2025

Friday, July 25, 2025

Emerging markets local currency debt posted strong returns in the second quarter, building on momentum from earlier in the year. Click to read.

Friday, July 18, 2025

Friday, July 18, 2025

Friday, July 18, 2025

Two-year and 30-year Treasury yields declined 18 and 16 basis points, respectively, as investors fully priced in odds of a September rate cut.

Thursday, July 17, 2025

Wednesday, June 25, 2025

Thursday, June 19, 2025

Friday, June 13, 2025

Thursday, May 29, 2025

Emerging Markets local currency debt is emerging as a surprising beneficiary in the shifting global landscape shaped by recent U.S. policies.

Tuesday, May 27, 2025

Monday, May 26, 2025

Friday, May 23, 2025

Friday, May 23, 2025

Monday, May 19, 2025

Thursday, May 15, 2025

Financial markets weathered pronounced volatility during April after the White House announced reciprocal tariffs against global trading partners.

Wednesday, May 14, 2025

The author retains a constructive medium- and long-term outlook for emerging markets debt. Near-term views for the asset class is downgraded. Click to read.

Wednesday, April 30, 2025

The Dubai real estate sector has defied expectations over the past three years. Read more here.

Thursday, April 24, 2025

As the Federal Reserve cautiously progresses through its rate-cutting cycle, fixed income markets are being reshaped by a sharp shift in policy dynamics. Click to read.

Thursday, April 24, 2025

Thursday, April 17, 2025

Wednesday, April 16, 2025

Saturday, April 12, 2025

Wednesday, April 9, 2025

For the gold miners, investors should be focused on margins, assessing the impact of the ongoing trade war on global currencies and inflation trends for the sector. Click to read.

Saturday, April 5, 2025

New tariffs could hamper U.S. economic growth and change market dynamics for the long term.

Friday, April 4, 2025

Generating income is often in front of mind for many investors, but the market conditions today are very different from those that we’ve had over the past decade or so.

Friday, March 21, 2025

EM credit, which is denominated in hard currency, has performed strongly, driven by significant compression of credit spreads in the high-yield space. Click to read.

Thursday, March 20, 2025

Today’s macro landscape has entered a particularly volatile phase, with geopolitical pressures and swift policy shifts creating uncertainty and a challenging investing environment.

Monday, March 17, 2025

Friday, March 14, 2025

Economic data largely moved sideways in February, but the threat of tariffs on major U.S. trading partners injected new uncertainty into inflation expectations and consumer confidence.

Friday, March 7, 2025

For a year or two, the most frequently asked question has been “can we talk about private credit?” and “what about spreads?” Howard Mark has the answers.

Thursday, February 27, 2025

We expect sustainable finance issuance to grow in 2025, with fast-approaching interim decarbonisation targets and continuous standardisation driving global growth.

Wednesday, February 26, 2025

Measuring effectiveness of ESG-labeled bonds can be a challenge, particularly with outcome bonds, which have specific environmental or social goals but lack standardized assessment criteria.

Wednesday, February 26, 2025

In a dynamic environment, we believe emerging market corporate credit ratings should show continued improvement. Read more here.

Wednesday, February 19, 2025

Eric Fine examines the impact of Trump-era tariffs on trade, asset prices, and emerging market bonds. Read more here.

Friday, February 14, 2025

As we move into 2025, the outlook for emerging market corporate high-yield default rates is signaling strong improvement and greater stability. Read more here.

Tuesday, February 11, 2025

Friday, February 7, 2025

While EM debt credit spreads are clearly less appealing than they were in 2023 and early 2024, yield levels remain attractive, driven by higher underlying U.S. Treasury yields.

Thursday, February 6, 2025

Should fixed-income investors reposition given recent markets shifts? The new year started out with some sharp moves in fixed income. Click to read.

Wednesday, February 5, 2025

The evolving high-yield markets make the case for a global, multi-sector approach to generating income. Read more here.

Friday, January 31, 2025

Within fixed-income portfolios, the author is positioned a little bit more neutrally across sectors of the market. Click to read.

Friday, January 31, 2025

Emerging markets corporate credit demonstrated robust performance in 2024, with index returns exceeding 7.6%. Click to read.

Friday, January 24, 2025

U.S. interest rates, the strength of the U.S. dollar, and China typically combine to have an outsized impact on EM performance. Click to read.

Thursday, January 23, 2025

From investment grade to high yield, municipals, and private credit, solid credit metrics and favorable demand dynamics are helping offset tighter spreads and volatility. Click to read.

Wednesday, January 22, 2025

We believe the new U.S. administration will adopt a more gradual and pragmatic trade agenda, aiming to avoid creating higher inflation for U.S. consumers.

Monday, January 20, 2025

The change in U.S. leadership increases global economic uncertainty in 2025. Click to read.

Saturday, January 18, 2025

Lower interest rates may make risk assets more attractive as central banks bring down inflation without a recession. Read more here.

Thursday, January 9, 2025

Canadian Prime Minister Justin Trudeau announced his resignation following a budget-related fallout with the finance minister. Read more here.

Wednesday, December 25, 2024

US faces a fiscal reckoning, with potential government spending cuts and persistent inflation risks, underscoring the importance of diversified equity portfolios and robust inflation hedges.

Wednesday, December 25, 2024

Emerging markets remain an efficient gateway to powerful secular themes, from technology-driven transformations to consumer growth stories.

Friday, December 20, 2024

The 2024 playbook centered on U.S. exceptionalism, decelerating global inflation, and central bank pivots amidst political uncertainties.

Wednesday, December 11, 2024

We expect that the US will achieve a soft-landing in 2025, with the economy growing at a trend-like pace of 2.0%. Read more here.

Tuesday, December 10, 2024

EMD has been more resilient after November’s election than it was after the 2016 result. Read more here.

Monday, December 9, 2024

The U.S. economy has enjoyed one of its strongest periods of outperformance. Can the US. sustain such policies over the long term? Click here to find out.

Friday, December 6, 2024

Sustainable bond issuance increased 8% in the first nine months of 2024 despite multiple headwinds, showing the market’s resilience.

Friday, December 6, 2024

Emerging market debt (EMD) has garnered increasing attention from investors for many years.

Thursday, November 28, 2024

In terms of the immediate reaction to the election results, the clear bias was for emerging market (EM) foreign exchange weakness against a strengthening U.S. dollar.

Tuesday, November 19, 2024

Despite widespread concerns about whether the Federal Reserve could hike rates enough to lower inflation without sparking a recession, the economy has remained resilient.

Tuesday, November 12, 2024

Over the past decade, EM corporate bonds have allowed for participation in rising markets, while exposing investors to less downside during market downdrafts. Read more here...

Monday, November 4, 2024

Dark clouds hanging over the market due to the threat of sizable tariffs that could be at odds with the current global, rules-based cooperation model. Click to read.

Friday, November 1, 2024

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Tuesday, October 29, 2024

The U.S. Federal Reserve (Fed) has joined the rest of the major central banks with its first rate cut.

Tuesday, October 29, 2024

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Thursday, October 24, 2024

The journey to economic normalization is winding down, with the Fed suggesting eight policy-rate cuts on the way that will extend through 2025.

Wednesday, October 23, 2024

Emerging market debt’s composition, risk, return, and correlation characteristics have transformed over the years. Click to read.

Tuesday, October 22, 2024

We believe the biggest stumbling block to an El Salvador IMF deal is the country’s use of bitcoin as legal tender. Read more here.

Friday, October 18, 2024

The Fed initiated its rate-cut cycle in September, while the European Central Bank and the Bank of England are taking a more cautious, gradual approach.

Tuesday, October 15, 2024

With the U.S. Federal Reserve’s recent interest rate cut, we anticipate broad easing by central banks over the next year across the developed world. Click to read.

Wednesday, October 9, 2024

Global equity markets have risen many folds since the global financial crisis in 2008-2009, with the FTSE All World returning 216%. Click to read.

Saturday, October 5, 2024

Historically, easing cycles beginning with a 50bp cut have been twice as likely to end in recession within a year as those with an initial 25bp cut.

Thursday, October 3, 2024

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Thursday, September 26, 2024

Falling U.S. interest rates may lead some investors to take a closer look at the high-yield bond market. Click to read.

Tuesday, September 24, 2024

The US Inflation Reduction Act has boosted investment opportunities in renewable energy. Click to read.

Wednesday, September 18, 2024

India’s renewable energy capacity installations have been growing at a staggering rate. Click here to read more.

Thursday, September 12, 2024

The upcoming election will be a pivotal moment for the digital assets space, as fiscal and monetary policies could diverge significantly depending on the administration in power.