Emerging markets debt has a solid risk/return profile and attractive valuations. Our research project with MIT Sloan supports the view that increasing allocations to EMD is a good idea.
Debt and Credit Outlook
The agency mortgage backed securities (MBS) market is often just associated with physical pass through pools, but the universe is much broader extending to structured securities in the form of agency…
A weekly analysis of interesting graphs on financial and economic markets from Robeco.