Equities and bonds have moved in lockstep
No asset has divided opinion in the investor community over the past seven years like government bonds.
Q2 2019 saw strong performances recorded on the main indices tracking emerging market debt (EMD), with nearly all of the risk factors across the EMD sovereign local currency, sovereign hard currency and corporate hard currency segments contributing positively...
Environmental, social and governance considerations increasingly important in EM
Re-escalation of trade war tensions could feed end-of-cycle concerns