EM equities and fixed income enjoyed a boom in the 2000s. Now after several years of relative underperformance, EMs appear to be on the cusp of stronger growth.

The US secondary corporate bond market is in a time of significant upheaval. Changes to regulations has caused a new, insidious liquidity risk.

After a run of historically rapid improvement in living standards in the first decade of the millennium, emerging markets will face a more challenging outlook - not a crisis - over the next few years.

This Backgrounder defines the terms "cyclical", "structural"" and "secular" and provides examples, in order to increase the clarity of debate about what's really driving markets.

PortfolioConstruction Forum Academy Summer Seminar 2015 featured four sessions. This Resources Kit contains the materials for preparing for the Seminar, as well as the presentation slides.

New this week - BCA on geopolitics and investing (1.25cpd), Edessess on benchmarking, Priest on share buy backs, Gay on wage inflation, Griffen on Japan

New this week - BCA on geopolitics and investing (1.25cpd), Edessess on benchmarking, Priest on share buy backs, Gay on wage inflation, Griffen on Japan

New this week - Michael Kitces on risk transfer vs risk retention, Bob Gay on falling oil prices, Gavekal on Australia, John Mauldin on the Swiss franc

New this week - Michael Kitces on risk transfer vs risk retention, Bob Gay on falling oil prices, Gavekal on Australia, John Mauldin on the Swiss franc

The latest food for thought on the markets, strategies & investing...

The latest food for thought on the markets, strategies & investing...

The latest food for thought on the markets, strategies & investing...

The latest food for thought on the markets, strategies & investing...

The latest food for thought on the markets, strategies & investing...

The latest food for thought on the markets, strategies & investing...

The latest food for thought on the markets, strategies & investing...

The latest food for thought on the markets, strategies & investing...

The latest food for thought on the markets, strategies & investing...

The latest food for thought on the markets, strategies & investing...

The answer seems obvious. But more complicated forces are at work that have reduced real interest rates far below historic norms and may keep them very low for many years.