In our view, markets are not adequately pricing in the shift away from quantitative easing. We continue to have strategic short duration positions in Europe and the US as well as relative-value longs in Australia and a tactical long in the UK.
Fixed income snapshot desk views: modestly overweight credit risk
Published date: April 2018Share
Investors often discount the importance of environmental, social and governance (ESG) analysis in emerging market debt (EMD) investing, based on perceptions that emerging market governance is inherently weak or that data is lacking.
Debunking the ESG myths in emerging market debt
Published date: March 2018Share
This is an opportunity to hear from Matthew Merritt, Head of Multi-Asset Strategy Team, who will update you on our views about the evolving economic and market environment and outline how these developments are shaping your diversified growth.
Insight broad opportunities strategy review and outlook webinar
Published date: January 2018Share
After years of sustained global growth and buoyant asset prices, investors face a number of significant potential turning points in 2018. We share our thoughts on some of the major investment themes and the opportunities and challenges they present.
Thoughts for 2018
Published date: December 2017Share
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