A separate allocation to Asia IG offers European investors a way to mitigate risk within their EMD exposure.
Our senior fixed income portfolio manager in Singapore explains why he is bullish on ASEAN currencies for the long-term.
Despite geopolitical risks and less dovish central banks, the Global Investment Committee remains moderately optimistic about the global economy and equity markets, while being cautious on global bonds.
Despite the uncertainty surrounding the time it will take before the formation of a new government, we do not think there is risk of major policy change in Germany. The election outcome, however, will likely weigh on the aspirations of France’s Macron for deeper Eurozone integration.
Our London-based Global Credit Portfolio Manager lays out the scenarios of the upcoming German election and its ramifications for select German credits.
China’s dual goals of deleveraging and maintaining strong growth may not necessarily conflict, but they certainly pose a delicate balancing act for the government.
The rapid development of the Asia Credit markets provides new opportunities to improve the risk and return profile for investors.
The Global Investment Committee remains moderately optimistic about the global economy and equity markets, while being cautious on global bonds.
Changing perception of ESG’s performance impact: An active ESG approach is now regarded as a catalyst for outperformance.
While highly unlikely, we examine the potential impact on Japan of a major crisis on the Korean Peninsula.