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Ninety One's EM Debt team shares its latest outlook and positioning across the investment universe.
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With the Middle East conflict clouding the outlook for inflation and interest rates, TwentyFour Asset...
- 08 May 2026
In a market environment with tighter spreads and geopolitical volatility rising, strategies that are...
- 08 May 2026
The global data centre and AI buildout is expected to require between $5 trillion and $7 trillion in...
- 07 May 2026
Amid a tricky investing environment, why should investors look to fixed income?
- 07 May 2026
Credit experts review how credit markets fared in the first quarter of the year and share the latest...
- 06 May 2026
As companies accelerate AI-driven spending, they increasingly turn to credit markets to fund the expansion....
- 06 May 2026
Oil sends a warning, risk assets shrug, and rates markets price in a more cautious distribution of outcomes....
- 30 April 2026
How equity and credit investors are reassessing BDC valuations differently – and why high yield defaults...
- 30 April 2026
Discover the key themes expected to shape global markets in the coming months.
- 29 April 2026
Concerns over energy dependence are reshaping the continent's priorities.
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