Investors should brace for more Asia debt downgrades
Moody’s and fund managers believe further debt downgrades are an inevitability as Covid-19’s impact continues. China could offer both strong investments and potential defaulters.
Tag : debt
Why asset owners should plan for a post-pandemic world
The pandemic is set to reduce globalisation, explode debt burdens and cut traditional returns. Investors need to adapt, but opportunities will emerge amid as the pandemic subsides.
Market Views: What do the “Two Sessions” say about China?
What are Beijing's economic priorities this year, and how much will China's economy expand in 2020? Seven experts shared their opinions.
Emerging market corporate and sovereign defaults set to break records
Moody’s and Fitch Ratings say that emerging market defaults are increasingly likely to hit record highs, with Asia-Pacific corporates looking particularly vulnerable.
How new risks could crimp the appeal of muni debt
Climate change and online hacking could substantially affect the allure of US municipal bonds, despite their current appeal. Asset owners will need to be warier as they invest.
Emerging markets: Finding value beyond convergence with active management
Facing a world where generating returns could become more challenging, investors are increasingly eyeing new opportunities in emerging markets.
