Geopolitical tensions and higher oil prices increased dispersion across emerging markets debt, reinforcing the importance of selective, fundamentals-driven investing.
Wild swings in energy prices signal inflationary forces stretching into the longer-term. Investors seeking dependable, inflation-proofed income need a flexible approach across a global pool of assets....
When uncertainty rises, they tend to price risk first, often before outcomes are clear. The renewed tensions in the Middle East are a reminder of that dynamic, bringing energy risk, inflation concerns...