Omicron variant: Fixed Income sector impacts

Omicron variant: Fixed Income sector impacts

🕔14:21, 14.Jan 2022

Energy: Most of the companies that survived the initial shocks last year are now leaner with lower cost profiles, lower debt leverage metrics, lower capital spending, and have exhibited flexibility around shareholder distributions, all of which has contributed to stronger

Read Full Article
Embracing Change

Embracing Change

🕔10:45, 14.Jan 2022

Growth is slowing and inflation is climbing steadily due to the serious energy shock in late 2021. Central banks are starting to withdraw monetary stimulus and talking about rate hikes in the near future. The spectre of stagflation is re-emerging,

Read Full Article
Why invest in EM local currency debt?

Why invest in EM local currency debt?

🕔10:05, 14.Jan 2022

Disappointing US dollar bond returns in EM local currency debt has led to a decline in flows into the asset class over the past decade. In this paper, we discuss the key reasons to invest in EM local currency debt, some of the factors behind the recent weakness in the asset class returns and prospects for the asset class going forward. 

Read Full Article
Emerging market debt outlook for 2022

Emerging market debt outlook for 2022

🕔09:55, 14.Jan 2022

Higher inflation and in some cases, rising inflation expectations, have been a key focus for investors this year, in both emerging and developed markets (DM). This is against a backdrop of large fiscal and monetary stimulus from governments around the

Read Full Article

SEARCH