Locally denominated debt in emerging markets calls for a different risk-management view.
We believe the global economic recovery still has room to run.
Blending taxable and municipal bonds may improve after-tax returns and diversification.
Political dynamics point to more sustainable economic growth in China.
Why we're constructive on government bonds—especially short-term paper—in Latin America
With tensions rising along the Korean peninsula, we see South Korea as a tactical play.
Despite its role as a senior loan reference rate, LIBOR’s end may not disrupt the market.
We're more bullish on its longer-term economy but less constructive on its yield curve.
I believe these countries offer opportunities in currencies and fixed income.