Financial Markets Blogs

Pages

Global Markets: Stocks Over Bonds

No matter what short-term respite is on the cards for global fixed income (the JPMorgan EMBI Plus spread has already eased back to 305 basis points (bps) from a high of 390bps in June), we continue...

Read blog ›

Emerging Market Currencies: TRY Harder

Most of the world appears to be adjusting to the reality that the end of the US Federal Reserve’s long-term easing cycle is finally in sight. In the past month, emerging market central banks...

Read blog ›

Rising Bond Yields In Emerging Markets

Since the end of the global recession in 2009, yields on emerging market bonds have headed ever lower, with historical lows recorded earlier this year in Poland, Mexico, Turkey and South Africa.  In...

Read blog ›

Pages