Misgivings over trade disputes, Brexit and US growth continue to be felt in Asian bond markets. But will emerging market assets rally if the US Fed takes a less hawkish stance this year?
State Street Global Advisors' Asia Pacific head of fixed income, Kheng-Siang Ng, shares insights about the bond market with AsianInvestor.
With the precious metal increasingly included in multi-asset strategies, Robin Tsui of SSGA looks at key questions for investors.
Kheng Siang Ng of State Street Global Advisors talks through the key drivers for Asia's bond markets this year and identifies opportunities and risks for investors.
The gap is shrinking between emerging-market and developed-market growth, valuation and profitability premia, suggesting investors may need a fresh approach to EM equities. Meanwhile, EM debt is worth a closer look.
A sell-off in emerging markets at the end of last year has reversed – and long-term economic factors are driving the change, according to Matthew Arnold of State Street Global Advisors.