We’ve grown stronger through 40 financial crises, not by standing still and waiting for them to pass, but by re-evaluating and rethinking the world around us.
The world has changed and investors need to rethink fixed income investing.
The common sense alternative we call fundamental fixed income.
We believe fundamentals and valuations make EM equities and bonds attractive.
China’s misunderstood debt challenges
While China’s debt burden is a concern for investors, we believe that its strong external balance sheet, heavily managed capital account and healthy trade balances reduce the likelihood of a financial meltdown.
09 November 2016
Jan Straatman, Global Chief Investment Officer
Salman Ahmed, Chief Investment Strategist
Downward pressure on risky assets could be seen in coming days until clarity emerges on Trump's policy agenda as market gauges the gap between his campaign rhetoric and potential policy reality.
7 September 2016
Salman Ahmed, Chief Investment Strategist discusses:
What will the ECB announce following the September monetary policy meeting?