The dismissal of the Governor of the Central Bank of Turkey (the third in less than two years) has come as a clear negative surprise to markets. Governor Agbal’s appointment last November was taken positively by investors, following the unsustaina...

Rising inflation often comes with rising yields, which could subsequently lower returns in bonds with high duration - and that’s exactly what we have seen this year amid a broadly bearish market for bond investors. Inflation-linked bonds have gain...

Emerging bond markets have enjoyed a strong rally since the sharp drawdown experienced in the teeth of the COVID crisis last year. As a result, valuations have recovered significantly even as some of the fundamentals have deteriorated — most no...

Priorities change quickly when entering in a pandemic, but what about when exiting one? Fidelity International’s November 2020 monthly analyst survey revealed how social priorities such as employee welfare and external stakeholders had rocketed up...

Get Shorty: Finding Opportunity in the Front of the Curve The year so far has been painful for fixed income investors. The rise of around 70bp in the US 10Y Treasury yield has proved a major drag on most fixed income assets. Moreover, it is by ...

By Mobeen Tahir, Associate Director, Research, WisdomTree From the worst stock market crash since the global financial crisis to an uneven, yet forceful, bull run thereafter – it has been an eventful year in markets. But what lessons can investor...