Tag: Bond Market
A Sweet-Spot for Short-Dated Investment Grade Bonds
Last week we saw several new issues in the corporate...
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Why Investors Should Focus on Unconstrained EM Strategies
This year has seen heightened levels of dispersion within emerging...
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Bond Markets and Policymakers’ Tricky Balancing Act
The risk of stagflation makes life much more difficult for...
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Podcast: Have Hawks Just Halted the Rally in Equities?
With investors now mulling over the consequences of the Jackson...
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How the Fragile Five Transformed into the Compelling Quartet
Key takeaways Bond portfolio flows tend to flock to...
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Bond Investing in Asia: Peaking Bond Yields Present Unique Opportunities
Peaking bond yields, measured rate hikes in Asia and still...
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Carmignac P. Global Bond: Letter from the Fund Manager
-2.54% Carmignac P. Global Bond’s performance in the 2nd quarter of...
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June Op-Ed – Stories for the Summer
Key points The so far impressive resilience in economic activity...
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