Asset class insights
Selected Fixed income research papers
Chinese Bonds – what's the big deal?
Following rapid growth in recent years, the Chinese bond market is currently the third largest in the world.
We believe there's potential for the market to overtake Japan and become number two within the next five years, standing second only to the US.
China market outlook
China’s policymakers are highly resolved to keep monetary conditions in the country tight relative to the very loose policy conditions that were experienced from mid-2015 to the end of 2016. As a result, China is experiencing a mini-cyclical slowdown, which we believe may offer global opportunities.
Opportunities in Asia Pacific Fixed Income
Watch Hayden Briscoe, head of fixed income APAC, discuss the current market environment and backdrop for fixed income investing.