Search results for 'Liquidity'

Search results 21-10 of 10
Five reasons to be active in fixed income
Five compelling reasons why investors should take an active approach in fixed income markets.
EM equity investing: Going where the value is
We look at the valuations of four emerging economies - India, Vietnam, Indonesia and South Africa – and discuss potential investment opportunities.
Romania - back on track after a high-stakes election
Romania risk assets have rebounded on an election win for pro-EU centrist Dan. We discuss what this means for the country’s economy and bond markets.
Emerging markets private credit: why now?
We discuss how the private credit EM universe offers a multitude of opportunities with superior credit and commercial metrics to developed markets.
Shifting Strategies: How institutions are embracing fixed income hedge funds
Acting with conviction: investment grade
Neil Mehta, IG Portfolio Manager, discusses the team’s strong track record in investment grade debt and what it means to be a successful risk taker.
European bond markets: five musings from June
As we reach month end, Neil Mehta, Portfolio Manager, provides small pieces that make up the big picture in European macro and fixed income markets.
A summertime moment of madness
While markets experienced substantial volatility, we feel pricing was driven by market technicals and has become detached from fundamental valuations.
Indonesia: a long-term growth story
Despite recent stock market falls and policy uncertainty, our EM Equity team believes the Indonesia equity story is a favourable one.
Europe stirs
With the US-Europe relationship unsettled and fiscal, policy, and regulatory easing afoot, it’s a timely moment to ask: is Europe entering a new era?