Author: Mark Melin

Corporate Credit Spreads Are Widening, But

Corporate Credit Spreads Are Widening, But

Credit risk in August has spiked, and it is concerning institutional investors, a UBS report notes. As Corporate credit spreads have been materially widening of late, indicating a degree of concern, several correlation anchors, likewise, appear to be diverging. There […]

Emerging Markets Cycle

Emerging Markets Cycle

Often times investment analysts recommend “the emerging markets” as if it is one monolith that should be bought or sold in a broad keystroke. Capital Economics Neil Shearing, however, sees distinct sovereign regions and their market environments for what they […]