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Article
2 min read
Why the surge in EM sovereign issuance?
Developing world governments borrowed as much in the first two months of 2024 as they did in the same period of any in the last 20 years.
Article
2 min read
Chart Room: overpriced, oversubscribed, but not over yet
Developing world governments borrowed as much in January and February of 2024 as they did in the same period of any of the last 20 years.
Article
1 min read
Chart Room: Emerging market currencies left behind as commodity prices soar
The close relationship between commodity prices and emerging market currency returns has broken down this year.
Article
8 min read
Lifting the lid on fixed income asset allocation models
This article explain's the quantitative model we use to guide our asset allocation decisions in fixed income
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