Market Views: Fixed Income

11JAN 2019

Why we see income opportunities emerging in Asian corporate bonds

Market turbulence has produced attractive income opportunities in Asian corporate bonds against a still positive economic backdrop in the region.

Market Views: Multi-Asset

07JAN 2019

Market Views: Fixed Income

18DEC 2018



11DEC 2018

Market Views: Equities

Outlook 2019: European commercial real estate

Demand for European commercial real estate is underpinned by an increase in technology and professional service jobs


21NOV 2018

Market Views: Multi-Asset

Has the 18-year relationship between bond yields and stocks turned sour?

As stock markets fell in October, bond yields rose – bucking a long term trend. This has significant implications for how investors look at diversification.

01NOV 2018

Market Views: Fixed Income

Less can be more: How to improve financial reporting

The recent debate on the usefulness of quarterly reporting in the US misses the point.


28SEP 2018

Market Views: Fixed Income

Troubled Argentina turns a corner

Market sentiment towards Argentina is likely to improve after a landmark week which should bring greater clarity on the country’s outlook.

11SEP 2018


60 seconds on why investors are converting to convertibles

Martin Kuehle discusses the appeal of convertible bonds amid a backdrop of increased market volatility.

06SEP 2018

Market Views: Fixed Income

Have bonds lost their bite?

As markets evolve, we explore whether bonds are still able to provide protection in turbulent conditions.


23AUG 2018

Market Views: Fixed Income

Three signs that EMD could be nearing a tipping point

A margin of safety has opened up for emerging market investors after recent selling, and history suggests a buying opportunity in emerging market debt (EMD) could be on the horizon.