Fixed Income

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Economics

12JUN 2018

Why Argentina woes shouldn’t detract from positive emerging market debt story

The recent flare up of risks in Argentina, and other emerging economies, has raised the spectre of a “classic” emerging market currency crisis. Given the improvement in fundamentals which has taken place over recent years, do opportunities remain in emerging market bonds?

Economics

06JUN 2018

2018

MAY

04MAY 2018

Economics

Monthly markets review - April 2018

A look back on what happened to equities and bonds in April, as the oil price rallied.

APRIL

25APR 2018

Economics

Our latest multi-asset investment views - April 2018

We break down our views on all the major asset classes, from shares to currencies, in one simple infographic.

04APR 2018

Economics

Markets in March: six charts of the month

Facebook, Chinese trade, unemployment and out-of-favour UK all feature in the six charts that caught our eye last month.

MARCH

27MAR 2018

Economics

What is Blockchain and why will it revolutionise business?

Cryptocurrencies like Bitcoin get all the attention (and notoriety), but it is the underlying Blockchain technology that will revolutionise global business. In our view, it has the potential to be as significant for industry in general as the internet was for society.

20MAR 2018

Economics

Themes we are watching in global credit

The scope of the global corporate bond universe can be a daunting prospect; identifying key investment themes is one way to navigate this landscape and make good investment decisions.

FEBRUARY

13FEB 2018

Economics

How rising interest rates have affected returns from bonds

Schroders research, covering four decades of data, shows how different types of bond have performed when rates were rising.

02FEB 2018

Economics

Six charts of the month: Trumponomics, Putin, bond yields

Tax cuts, Treasuries, the Russian election and recycling all feature among the charts that caught our eye in January.