This Global Bond Rout Has a Surprise Winner

Published on September 4, 2026

Global bond yields have climbed to the highest levels in almost two decades, pushing up mortgage repayments and corporate financing costs. But one corner has remained unusually resilient: emerging markets.

Continue reading on website
Other news

Fixed Income Takes Center Stage as August ETF Inflows Defy Seasonal Trends

September 4, 2026
Global fixed income and equity ETF strategies posted gains and saw inflows surge in August, even amid ongoing macroeconomic turbulence and elevated long-term borrowing costs. International equities maintained their year-to-date lead over U.S. stocks throughout the month, led by notable strength in emerging markets.

What Is a Market Bubble?

September 4, 2026
Famous market bubbles share some characteristics, but it's nearly impossible to predict how big a bubble might get and when one is about to burst.