Political dynamics point to more sustainable economic growth in China.
Why we're constructive on government bonds—especially short-term paper—in Latin America
With tensions rising along the Korean peninsula, we see South Korea as a tactical play.
Despite its role as a senior loan reference rate, LIBOR’s end may not disrupt the market.
We're more bullish on its longer-term economy but less constructive on its yield curve.
International bonds can offer favourable yields and valuations compared with U.S. bonds.
Despite geopolitical risks, we believe Russia’s local currency debt remains a good yield play.
Our portfolio managers discuss investing in locally denominated bonds in developing countries.
Despite its political crisis, we believe Brazil’s fundamentals remain strong.