Section
EM Bonds
21 posts
TACO Is Off the Menu: DoubleLine's Sherman on Rethinking the Reflexive Buy
Recording on the first day of spring1, with the Iran conflict entering its fourth week, Jeffrey Sherman is…
The Art of Being Early in Go-Anywhere Fixed Income Investing
Tristan Sones and Tom Nakamura, Co-Heads of Fixed Income at AGF Investments discuss their outlook on fixed income, and their key strategic and tactical investment ideas for today's uncertain economic climate.
Crisis and Opportunity in Emerging Market Debt
by Carl Ross, GMO Executive Summary Emerging market sovereign debt in U.S. dollars can offer strong returns for…
Mark Noble: What to do about fixed income's conundrum?
Mark Noble, Senior Vice President, Horizons ETFs joined us at the Canadian ETF Association Mindpath ETF 2018 Conference…
SIA Weekly: A Look the Trend in EM Fixed Income and Equities
by SIACharts.com For this week’s edition of the Equity Leaders Weekly, we are going to look in to…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Jeremy Grantham: Investing in a World of Overpriced Assets
Career Risk and Stalin’s Pension Fund: Investing in a World of Overpriced Assets (With a Single Reasonably-Priced Asset)…
Why EM? Why now?
Why EM? Why now? by Jeff Feng, Head of Emerging-Markets Equities, Invesco Hong Kong Ltd., Invesco Canada I’ve said…
The Emerging-Market Rally Is Far from Over
by Shamaila Khan, Christian DiClementi, Emerging Market Debt, AllianceBernstein Afraid you’ve missed the rally in emerging-market (EM) assets?…
Emerging Markets Debt: Is There Still Gas in the Tank?
by Rob Drijkoningen, Co-Head, Emerging Markets Debt, Neuberger Berman Back in November, emerging debt markets were under the…
What will drive markets after Trump’s victory?
What will drive markets after Trump’s victory? by Rob Waldner, Chief Strategist, Head of Multi-strategy, Invesco Fixed Income,…
The Core of the Modern Bond Strategy: Go Global
by Douglas J. Peebles, AllianceBernstein Keep Calm and Carry On” reads a popular World War II–era British motivational…
A 'Smarter' Way of Reaching for Yield
by Cam Hui, Humble Student of the Markets In general, I am not in favor of reaching for…
Emerging Markets Radar (June 23, 2014)
Emerging Markets Radar (June 23, 2014) Strengths Greece was the best performing emerging market for the week…
Emerging Markets Radar (June 16, 2014)
Emerging Markets Radar (June 16, 2014) Strengths Brazil was the best-performing emerging market this week, rising 4…
Are Emerging Markets Bonds Worth the Risk?
As the deteriorating situation in Ukraine rattles global markets, Matt Tucker examines the fixed income side of the…