Tag: Bond Market

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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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Forget Interest Rates, It’s the Direction of the Dollar that Counts

Key takeaways   EM local rates are currently at their...

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May 2022 review: Liontrust Strategic Bond Fund

Past performance is not a guide to future performance. The...

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How Advanced is the Current Cycle?

The most important asset allocation decisions for global investors ought...

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Bond Bites: What Doesn’t Bend, Breaks

Inflexible market regimes tend toward fragility and often break with...

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The Cycle and theSspreads: Institutional Investors Stay Committed to EM Bonds, But not the Retail

Key takeaways Growth headwinds: two well-known factors, one unpredicted The...

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Back to Which Future?

It would be extraordinary if advanced economies had reverted to...

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Diving in the Alphabet Soup

Key Points Although the market’s reaction was positive, the ECB’s...

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Carrefour Issues Sustainability-Linked Bond to Drive the food Transition

The debut sustainability-linked offering underlines Carrefour’s ambition to promote accessible...

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Convertible Bonds and Rising Interest Rates

Inflation is back and could spell the end of ultra-expansive...

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