Bond investors who’ve been positioning for a rally in the Treasury market are now looking for an endorsement from Thursday’s US inflation data.
A tsunami of socially conscious debt has emerged from the developing world, flooding global markets like never before with investments that claim to make the world a better place.
Two notoriously challenging debt situations are churning out some of the best dollar-bond returns in the world this month.
Emerging-market bulls who’ve benefited from moderating U.S. Treasury yields are bracing for a relapse as political risks pile up.
Emerging-market investors seem to have a lot going for them right now -- and the renewed weakness in the U.S. dollar is adding to the bullish mood.
Some risks aren’t going away any time soon for emerging markets, irrespective of the overwhelming view among investors and strategists that 2021 will be a year of continued recovery.
For all the risks of a year-end cooling-off period, emerging-market backers can’t complain about the lie of the land right now.
The world’s developing nations have yet to experience the full effects, both economic and humanitarian, of the pandemic.