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Corporate Bonds Could Be 2023 Fixed Income Stars - Vimarsana News

Corporate Bonds Could Be 2023 Fixed Income Stars

Investment-grade corporate bonds could shine this year in the fixed income arena, potentially lifting dozens of related ETFs in the process.

International Wide Moat Stocks Beckon in 2023 - Vimarsana News

International Wide Moat Stocks Beckon in 2023

Time will tell if 2023 is finally the year in which international stocks get their respective acts together and show signs of life.

EM Bonds – Policies Matter - Vimarsana News

EM Bonds – Policies Matter

A prospect of more policy support in China is overriding weaker-than-expected activity gauges, while Brazil’s solid macro indicators are overlooked due to policy concerns.

Rates – What Goes Up Must Go Down? - Vimarsana News

Rates – What Goes Up Must Go Down?

Stronger employment indicators in the U.S. challenge the market rate expectations. Upside inflation surprises and policy concerns play a similar role in EM.

3 Reasons to Allocate to EM Bonds in 2023 - Vimarsana News

3 Reasons to Allocate to EM Bonds in 2023

Relative to developed markets, emerging markets responded quicker to inflation, remain in better shape financially, and benefit from higher commodity prices.