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Posts Tagged ‘hard currency’


Fixed Income Survey Results: Spotlight on Local EMD, Rates & Credit Spreads

Global Fixed Income Survey

Last October we initiated a quarterly global fixed income survey using responses from leading bond and currency managers highlighted by our research process. This quarter’s survey included 165 responses from managers with specialisms ranging across Global Rates, Global Investment Grade Credit, Global Leveraged Credit, Securitised, US Municipal Bonds, Active Currency, and Emerging Markets (EM) including

May 12, 2017 Categories: Investment, Investment Strategy, Markets

Quarterly Fixed Income Survey: bound in a narrow range

After an 80 basis point jump in US Treasury yields following the US presidential election, fixed income money managers have adjusted to the new environment. Across rates, spreads and major currencies, our second Global Fixed Income Survey1 shows managers’ forecasts are mostly clustered in a narrow range. The tightest consensus of all is for 2-3

Feb 24, 2017 Categories: Investment, Investment Strategy, Markets

Why we (and others) like Emerging Market currencies and bonds

After years of difficulties and underperformance, Emerging Market (EM) assets have the makings of a turn-round. In this blog, we focus on EM currencies and bonds. We explain our long-term positive view, using our appraisal process focusing on the business cycle, asset valuation, and investor sentiment (Cycle, Value and Sentiment or CVS). We also review

Aug 11, 2016 Categories: Investment Strategy, Markets

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