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Tag: Bond Market

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There will be Tactical Opportunities in China’s Onshore and Offshore Bond Markets

Despite the recent volatility in the Chinese equity markets and...

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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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JP’s Journal: The End of Cakeism

Michael Dobbs, author of House of Cards, would have been...

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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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The Pivot – Part One

During 2022, investors and market analysts have tried many times...

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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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