Seizing the Euro Fixed Income Opportunity (BNP Paribas AM)
Euro fixed income yields have reached levels not seen in over a decade, potentially providing both a stronger…
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A Re-Examination of Emerging Market Equities (BNP Paribas AM)
Emerging market equities have increasingly evolved into a technology and manufacturing-led asset class.
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Why Market Structure Rewards Active Management in Local Currency EMD (Capital Group)
Local currency emerging market debt (EMD) has matured into one of the most diverse opportunity sets in global…
The Cost of Capital Is Rising. Did Stocks Get the Memo? (J.P. Morgan)
Ultimately, investors care less about the direction of policy rates and more about why those rates are rising.
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