Our monthly summary of emerging market debt developments and the outlook.
After one of its toughest periods in decades, quality investing has been put under the spotlight. We explore why quality has struggled, what’s changing, and why discipline, valuation and fundamenta...
Can short-dated bonds help portfolios stay resilient when uncertainty rises? Lower volatility, smaller drawdowns and income-led returns explain why investors should look again at short-dated fixed...
Equity markets have rebounded sharply from the initial Middle East shock. The ongoing global economic expansion supports staying invested across markets with strong fundamental drivers – but elevat...
Geopolitics is increasingly driving inflation, volatility and returns. Frequent supply shocks challenge traditional diversification assumptions. In a changing world, what matters most for investors...
Europe’s energy transition depends on resilient networks and flexibility.
Geopolitics, trade policy, and technology are reshaping the emerging market landscape. As old certainties erode and new forces emerge, the balance of risks – and opportunities – is shifting beneath...
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