After several years of strong performance in fixed income, the easy gains in credit markets appear largely exhausted. With corporate spreads now hovering near historical lows, investors are once again confronted with a familiar challenge: how to generate meaningful carry without assuming disproportionate downside risk. For Ville Iso-Mustajärvi, portfolio...
After several years of strong performance in fixed income, the easy gains in credit markets appear largely exhausted. With corporate spreads now hovering near...
Emerging market equities outperformed developed markets in 2025 for the first time in several years, prompting investors to reassess the strategic role of the...
Emerging markets have spent much of the past decade testing investors’ patience. After years of trailing U.S. equities, the asset class finally turned the...
By Jacob Grapengiesser, David Nicholls and Peter Elam Håkansson at East Capital: 2025 was a fantastic year for emerging and frontier markets, which shrugged...
Frontier markets have faced significant challenges in recent years, particularly from mid-2022 onward, as aggressive rate hikes by central banks – especially the Federal...
By Abdallah Guezour, Head of Emerging Market Debt and Commodities at Schroders: Emerging market debt (EMD) continues to perform well despite the “aggressive Trump” scenario...
Passive strategies have reached nearly every segment of financial markets, including the more remote corners of emerging market (EM) local currency debt. While passive...
Systematic investing has become a widely embraced approach in equities and other liquid asset classes, yet its adoption in fixed income – particularly in...
Emerging market investing has never been a one-size-fits-all approach, and China’s sheer size and role has only added to the complexity. As the world’s second-largest...
With some SEK 460 billion under management across virtually every asset class and region, Andra AP-fonden (AP2) stands as one of the largest pension...
