In-depth regular coverage and asset manager surveys on leading asset classes
This year has seen hefty losses on the main emerging market debt indices, in both hard and local currency denominated bonds. Investors are left assessing whether these price moves are justified. Or has the market overreacted to US rate rises and the war in Ukraine, leaving markets as a whole underpriced?
Risks look likely to be building in credit as central banks wreak collateral damage on economies in their bid to tame inflation