Recent Articles from this contributor
Populism’s Impact on Emerging Market Bonds
The relationship between politics and economics in Emerging Markets is a tricky one, yet while the risks are real, so are the potential opportunities for fixed income investors.
Let the EM Debt Restructurings Begin
Investors who can limit early exposure to Emerging Market countries that restructure may be better off in the long run.
Emerging Market Restructurings: Understanding What’s at Play for Investors
The goal is to seek some upside without expecting miracles – and to limit overexposure should the cycle repeat itself.
The Not So Wild Frontier for Fixed Income
Frontier market bonds have rebounded from recent lows, but still offer attractive entry points for cautiously-minded investors.
Emerging Market Debt: Finding Opportunities in the Cracks
Valuations look attractive, but country allocation will be key to navigating the post-COVID-19 world.
From a sweet spot to a tougher spot
Why we shouldn’t expect the rally in higher-yielding fixed income assets to continue at this pace.
Emerging Markets explained in one word: Divergence
Tristan Sones gives his perspective on why Emerging Market countries once marched in lockstep but…
Debt levels are under pressure from higher rates
Bond issuance has been a relatively cost-effective solution in servicing high government debt levels. However,…
A wide divergence in EM bond performance
Accommodative monetary policy has propped up global markets over the past several years. As central…