September 21, 2022 Does Going Global Still Make Sense? by Michael Rosborough, Nicholas Sanders, Ronit Walny Although US bond yields are well above recent lows, it’s always a good idea to think globally. Currency, Fixed Income, Invest for Efficient Income, Rising Rates Likes 0 SHARE Bookmarks
September 16, 2022 US Investors Can Gain Hedge Edge with Global Bonds For US investors, low yields abroad can be turned into opportunities, thanks to currency hedging. Currency, Fixed Income, Invest for Efficient Income, Rising Rates Likes 0 SHARE Bookmarks
May 19, 2022 Prospettive economiche cinesi: il COVID ostacola la crescita del PIL by Zhennan Li La recrudescenza del COVID in Cina minaccia le prospettive di crescita del paese. Ecco perché abbiamo rivisto le nostre previsioni. China, Coronavirus, Currency, Economics, Emerging Markets, Fixed Income, Income Likes 0 SHARE Bookmarks
May 10, 2022 China’s Economic Outlook: COVID Impedes GDP Growth by Zhennan Li China’s COVID resurgence threatens the country’s growth prospects. We make the case for our revised growth outlook. China, Coronavirus, Currency, Economics, Emerging Markets, Fixed Income, Income Likes 0 SHARE Bookmarks
April 13, 2022 Near-Term Renminbi Outlook: Steady as She Goes by Zhennan Li, Brad Gibson To understand the RMB’s near-term outlook, investors need to unpick the nuanced dynamics behind its rise. China, Currency, Economics, Emerging Markets, Fixed Income, Income Likes 0 SHARE Bookmarks
July 16, 2021 Looking Back and Ahead: Eventful Decades for Emerging Markets by Morgan Harting Emerging markets have seen a transformation over the past decade, and we expect them to remain dynamic in the next decade. For investors seeking to tap opportunities across asset classes, one storyline will remain timeless. Asset Allocation, Climate Change, Currency, Emerging Markets, Multi-Asset Likes 0 SHARE Bookmarks
July 13, 2021 The Renminbi Outlook: The Journey Is the Reward by Brad Gibson With China’s currency at its highest level in three years, investors want to know: Is the renminbi poised to turn? We don’t think so. China, Currency, Emerging Markets, Fixed Income, Policy & Regulation Likes 0 SHARE Bookmarks
April 28, 2021 Renminbi Outlook: China’s Currency Offers Diversification Opportunity by Brad Gibson As risks shift and economies recover unevenly from the pandemic, investors reassessing their long-term exposures should consider the Chinese renminbi. China, Currency, Emerging Markets, Fixed Income, Policy & Regulation Likes 0 SHARE Bookmarks
September 22, 2020 How Currency Hedging Can Boost Yield by Erin Bigley Today’s low and negative global yields may look much more attractive after hedging into US dollars. Currency, Fixed Income, Invest for Efficient Income, Low-Yield Environment Likes 1 SHARE Bookmarks
August 24, 2020 Don’t Shun Global Bonds by Scott DiMaggio, Ronit Walny Interest rates are at extreme lows around the world, and they’ll likely stay low for some time. Does this mean US-based investors should revert to a US-only bond strategy? Currency, Fixed Income, Invest for Efficient Income, Low-Yield Environment Likes 0 SHARE Bookmarks
August 05, 2020 China’s Higher Bond Yields Buck the Global Trend by Brad Gibson Government bond yields have tumbled globally but China’s yields have risen to pre-COVID-19 levels. The RMB hasn’t yet reacted to the favorable rate difference, and we think bond yields are likely to decline moving forward—a favorable landscape for China bonds. China, Coronavirus, Currency, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
September 17, 2019 To Hedge or Not to Hedge? With Currency, It’s a Vital Question by Leon Zhu, Aditya Monappa With global markets growing more volatile, we’re often asked what we think are the most underappreciated risks that investors face today. One in particular stands out: currency risk—especially for non-US dollar–based investors. Currency, Multi-Asset Likes 0 SHARE Bookmarks
August 07, 2019 China’s Currency Weakness: Not as Bad as it Seems—Yet China’s currency depreciated this week, with the exchange rate rising to more than 7.0 renminbi per US dollar, unnerving investors and markets worldwide. Here’s the good news: we don’t think the renminbi will continue to weaken at the same pace. China, Currency, Economics Likes 0 SHARE Bookmarks