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Investment Management
Affirming the value of ESG in emerging market debt
When applying environmental, social and governance (ESG) factors to emerging markets, Allianz Global Investors favours a flexible approach that balances impact with opportunity.
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Investment Management
Looking beyond the US for opportunity in 2026
US dollar weakness could boost overseas currency exposure, according to T. Rowe Price’s 2026 Global Market Outlook.
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Investment Management
Dispelling myths in emerging market debt
Improvements in fiscal competence and policymaking are transforming perceptions of emerging market debt.
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Investment Management
Global fixed income 2026: Dollar weakness, AI debt risks & green bond opportunities
Global fixed income markets are facing a unique mix of challenges and opportunities.
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Investment Management
Why consider short-term emerging market debt?
Can this asset class lower risk while still delivering strong returns? Professional investors only.
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Investment Management
Where to find the ’free lunches’ in fixed income
Diversification is supposed to be the only free lunch in investing, but corporate bond investors can find many more – if they know where to look.
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Investment Management
Why 2026 could favour active bond strategies
Julien Houdain and Lisa Hornby examine central bank policy divergence, inflation risks, valuation dynamics and emerging opportunities across global fixed income markets.
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Investment Management
Allocating to attractive income and resilience
CLOs open new routes to income and diversification.
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Investment Management
Sticky, not scary: Why investors shouldn’t fear inflation
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.
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Investment Management
2026: A year for optimism – not complacency
Exciting opportunities exist, but global tensions and market risks remain…
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Investment Management
Bonds are back: Why allocations deserve a rethink
The current environment presents one of the most compelling moments in years to reallocate toward bonds.
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Investment Management
Gilt market volatility isn’t all down to the ‘moron premium’
This time, politicians’ mistakes are not solely to blame for pushing up gilt yields, argues Artemis’ Head of Fixed Income, Stephen Snowden
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