When applying environmental, social and governance (ESG) factors to emerging markets, Allianz Global Investors favours a flexible approach that balances impact with opportunity.
Julien Houdain and Lisa Hornby examine central bank policy divergence, inflation risks, valuation dynamics and emerging opportunities across global fixed income markets.
Liam O’Donnell, who leads the Artemis fixed income team's strategy on macro and rates, believes sticky inflation will keep policy rates elevated and the cutting cycle is almost over.