A hike in interest rates by the Federal Reserve has been clearly signposted while emerging markets have better growth prospects than they did two years ago, but the developing world continues to eye central bank actions with trepidation
Fixed Income

Investors fear repeat of 2013 taper tantrum in emerging markets
Domestic demand drives Eastern Europe’s recovery
Growth in the CEE region is being driven by a combination of domestic demand and investments from external sources, increasing its resilience, although worries remain about Turkey and Russia in particular

Bonds await fallout from QE and Greek crisis
Opinions are divided over just what the ECB’s bond-buying programme will mean for European fixed income markets while the stalemate created by the new Greek government over its outstanding debts has yet to be resolved

Opportunity knocks in fixed income markets
Patrick Barbe, chief investment officer, Core Fixed Income at BNP Paribas Investment Partners talks to Yuri Bender about the current bond investing climate for wealth managers and what the future might hold

Emerging market debt adds spice to portfolios
Many wealth managers believe emerging market debt can help in the search for yield

Holding on to income in a world of low yields
Investors can no longer rely on high quality bonds for income, and wealth managers need to persuade their clients to take on more risk in fixed income, while also embracing equities, if they are to be successful in the hunt for yield

Credit markets reflect economic divergence
High yield bond investors are worried about the future actions of the Fed, but would the predicted interest rate hikes necessarily be bad news for the sector?

Should investors be overweight bonds or equities?
HSBC’s Fredrick Nerbrand and Mike O’Sullivan of Credit Suisse discuss whether investors should be increasing allocations to bonds or equities

Demystifying the convertible bond market
Skander Chabbi, head of the convertibles team at BNP Paribas Investment Partners, talks to Yuri Bender about the investment prospects for convertible bonds, their role in portfolios and the most attractive structures available to investors

Fragmented landscape creates opportunities in emerging market bonds
Emerging markets are facing a tough economic environment but some countries are performing better than others, creating opportunities for investors
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (December 2020 - January 2021)
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