Amid a gloomy picture, there are signs that emerging market debt may have better times ahead
Author Archives: Cherry Reynard
How badly will third wave stymie Europe’s recovery?
Economies and stock markets have generally been more resilient than expected in the face of repeated lockdowns
Liquidity concerns drag on real asset inflation hedge hopes
A number of pension fund managers have complained that the illiquidity premium no longer exists
Are green bonds the route to sustainable fixed income?
The concept of a green premium or ‘greenium’ has been mooted and disputed but may hold some water
Talk of US dominance giving way to China is premature
The two super-powers may have to learn to co-exist, albeit uneasily
Don’t forget the ‘S’ and the ‘G’
Environmental funds and infrastructure projects stole the spotlight from social and governance opportunities
Tesla boss’ financial woes founded in rising real yields
Is this a sign that European investors should back away from fixed income?
Has Mifid II research unbundling experiment succeeded or failed?
‘Larger fund groups can afford to bring in the analysts they need, but it’s tough for boutiques’
Rival Emerging Markets gaining ground on China
Money pulled from sectors that served portfolio managers well last year
