Debtor and creditor nations needs to be drawn closer together
Resolving developed country debt is a priority but any response cannot ignore emerging countries.
Investment
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Germany weakens resistance to introduction of a eurobond
Germany is said to be waivering in its opposition to a eurobond to spread the region’s debt.
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Sovereign debt asks questions of eurozone integration
Bill Dinning reflects on how taxpayers and governments alike view the future of the euro.
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Markets will stabilise soon but policy decisions are key long-term
Markets should stabilise short-term but policy is key to long-term health
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Asia stays calm while Western growth slows
Catherine Yeung walks us through Asia’s solid fundamentals and attractive market valuations.
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JP Morgan: Fixed income will positively surprise
JP Morgan bets fixed income will positively surprise as the West follows Japan
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L&G’s Hodges stays loyal to high yield holdings
L&G’s bond specialist Dickie Hodges is holding substantial high yield, albeit with careful hedges.
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Coutts favours quality bonds and high quality companies
Coutts looks to quality as deleveraging and low growth looks set to dominate.
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PA ANALYSIS: First State to emerge as EMD player
First State’s new emerging market debt capability could be the start of some serious asset gathering
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Equities prove hot for long-term investors
Equity trades high with execution-only investors but experts advise long-term thinking.
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First State builds new EM debt offering around new F&C hire
First State assembles EM debt team around F&C’s Williamson
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Investec launches Global Defensive Bond Fund
Investec has added to its global fixed income Sicavs with the addition of a defensive bond fund.
