Tag: sovereign debt

Markets

Give sovereigns a credit analysis, urges Northern Trust

The CEO of Northern Trust Global Investments, Wayne Bowers, says investors are too underweight what NTGI deems ‘investment grade’ sovereign debt.

By Jame DiBiasio | 21 September 2011

Co-published

Sovereign debt: Not all nations are created equal

While sovereign debt has continued appeal, nations handle debt differently. Northern Trust outlines challenges faced by issuers and implications for the value of sovereign debt.

By Northern Trust | 4 May 2011

Markets

Flatter fixed-income returns lie ahead, predicts Pimco

Emanuele Ravano of Pimco outlines how the latest sovereign problems in Europe have prompted a significant reorganisation of the asset manager's fixed-income strategies.

By Hugo Cox | 28 July 2010

Markets

Ken Rogoff says it's good that things in the US are this bad

The US economy is headed for slow growth rather than a double-dip recession, while the euro will likely endure and China can’t escape the business cycle, says the Harvard ...

By Jame DiBiasio | 7 July 2010

Commentary

Kenneth Rogoff on Europe's debt and China property

Harvard's Kenneth Rogoff shares his views on the European debt crisis and how transparency is the barrier to finding out just what is happening in the China property sector.

By Mei Tuicolo | 4 June 2010

Outlooks

Asian equities at risk of Greek rescue-package fears

Kirby Daley, strategist at Newedge, connects the dots between a loss of confidence in Europe and the likelihood of a flight to quality that sucks liquidity out of Asia.

By Jame DiBiasio | 11 May 2010

Outlooks

Government bond downside risks now outweigh upside risks, says Western

With government bond yields now more likely to rise than fall, investors will need to focus on both yields and credit spreads, says product specialist Mike Story.

By Joseph Marsh | 3 May 2010

Markets

Investors snap up Indonesian bonds

Foreign investors have bought nearly as many Indonesian bonds in the first few months of this year as they did during the whole of 2009. Other investment flows are also up, ...

By Joseph Marsh | 23 March 2010

Outlooks

Nikko AM focuses on higher-yielding currencies

Investors should diversify away from developed-market government bond markets, says Charles Beazley of Nikko Asset Management.

By Joseph Marsh | 15 March 2010

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