insights.

Markets may be placing too much emphasis on recent US inflation data when forecasting the direction of US interest rates. The global trend of disinflation may be more important. 

LO  Funds – Asia Value Bond Fund wins Best APAC Hard Currency Bond Fund over 10 Years award in six jurisdictions.

To mark the 10-year anniversary of our Asia Value Bond strategy, we look back at key milestones and look forward to a positive outlook for USD-denominated credit in the region.

Which corporate bonds were downgraded to high yield last quarter? Fallen angels radar monitors entrants to the universe and explains rating trends.

After failing to protect investors from higher inflation over the past two years, gold prices have been surging lately. Why now? We investigate this intriguing development. 

In the Q2 issue of Alphorum, we focus on duration and spread opportunities in anticipation of the rate-cutting cycle and debt maturity wall ahead.

China is already the world’s largest carbon market. In our view, it will also become the world’s most valuable one. We explain the forces driving its growth.

US assets have reigned supreme for several quarters, but a shift in global growth could lead to a more balanced market rally.