Emerging Markets: Commodity Oddities

Emerging Markets: Commodity Oddities

Falling commodity prices are a natural red flag for emerging market (EM) investors. But there are good reasons to believe the current confluence of lower commodity prices, declining inflation expectations and a softer dollar will reinforce rather than undermine the...
Uncovering Value in Today’s Credit Markets

Uncovering Value in Today’s Credit Markets

Portfolio managers Dan Ivascyn and Sonali Pier discuss where they see opportunities in the global credit markets and how a multi-sector approach with a global perspective can help balance return against risk. Read our Secular Outlook, “Pivot Points,” for...
What the UK Election Means for Markets

What the UK Election Means for Markets

Once again the British electorate has delivered an unexpected political outcome. Having called the election to secure a larger majority, the Conservative party has lost the slender one it had and looks set to form a minority government. Most pressing for investors is...