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

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 more on our...

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...

Are UK Markets Too Complacent About the Election?

With the UK general election on 8 June fast approaching, the most recent average “poll of polls” from the Financial Times shows a fall in the Conservative lead from 20% to 9%. This is barely higher than the 6.5% lead the party secured at the 2015 election, which...