Labor market seems in good health, earnings continue to beat expectations and a trade deal could occur in December.
With 34% of the S&P 500 reporting earnings, so far profits aren't as bad as expected; risk of a no-deal Brexit recedes and positive signs from the U.S.-China Trade War.
From the Middle East to China to Argentina, investors face no shortage of geopolitical risks and negative headlines. But is there still value to be found across emerging markets? Dr. Ricardo Adrogué weighs in.
The IMF downgrades its global growth outlook, the Fed’s Beige Book notes household spending remains positive and a Brexit deal is on the table.
IG CLOs can offer investors the benefits of spread pick-up and lower mark-to-market volatility, largely due to underlying collateral performance and structural security. But above all, manager selection is critical—even at the highest-rated tranches.
The three things you need to know this week: the Fed's balance sheet is set to grow, FOMC participants are split on the forward path and keep an eye out on parameters for ECB purchases next.
In the context of today’s fundamental backdrop and default outlook, spread levels suggest investors are being fairly compensated, relative to other points in the cycle, for the amount of risk they are taking.
The performance of Emerging Markets Sovereign Debt can—and does—vary widely from country to country. In this piece, Barings’ Cem Karacadag explores how an active approach can be key to selecting the most attractive opportunities, while also avoiding the bad apples.
While there is no shortage of risks to consider in today’s high yield markets—from ESG to the end of the credit cycle—Barings’ Martin Horne describes how taking a contrarian approach can help investors uncover pockets of value.
Global leading indicators ticked up slightly in August, but remain in contraction territory. While global growth has slowed, risks are tilted to the downside. The mounting toll of higher trade costs, decreased investment and dwindling confidence are weighing on growth.
The three things you need to know this week: Third quarter S&P 500 earnings expectations are in decline, the U.S. slapped new tariffs on EU imports and a new Brexit plan was announced.
The three things you need to know this week: The U.S. and Japan sign a deal, China Agrees to purchase more U.S. agriculture and Saudi oil production is back online.