High yield investing often feels like equity investing in disguise: investors get exposure to individual company fundamentals and sector dynamics, but instead of riding...
When allocators and investors hear about annual returns of 20 or 30 percent, their first thought is typically of strong equity market performance. Few,...
By Toke Hjortshøj, Senior Portfolio Manager at Impax Asset Management: Emerging market (EM) corporate bonds are on the frontline of the tariff war that...
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...
