Market insights

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Emerging markets are at the cusp of a new era. Persistently strong demand for bonds in the asset class, solid fundamentals and a weaker US dollar are creating attractive opportunities. At the same time, security selection and timing remain key.

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Immediate reactions in Latin American financial markets to the recent developments in Venezuela have been largely muted. Nevertheless, two potential consequences have come into focus: possible effects on the global oil market and the geopolitical signalling implications for other left-leaning governments in Latin America.

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Our CIO and our portfolio management teams present their macro environment and asset class outlooks for 2026.

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New stock market records spark both excitement and doubt. Many investors fear a setback, hold off on new investments, or even sell their shares. Hoever, all-time highs are not poor entry points at all.

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Over the past 12 months, convertible bonds have significantly outperformed both equities and bonds. The momentum remains intact, and a number of factors underpin the attractiveness of this asset class. In this paper, we examine the current investment case for CBs, taking into account various risks, including the potential bursting of the AI bubble and rising inflation.