Dollar-denominated government bonds have suffered disproportionately during the emerging market sell-off since Donald Trump won the US presidential election. We expect dollar-denominated bonds to...

We think that the resilience of US corporate bonds since Donald Trump won the race to the White House is a sign of things to come, even as the Fed tightens monetary policy significantly.

The slump in emerging markets (EMs) since Donald Trump pulled off the shock of the century has so far been relatively mild, and we are not making wholesale changes to our forecasts. Trump’s victory...

In the wake of Donald Trump’s victory in the US presidential election, we are nudging up our forecasts for government bond yields in Europe. But we still don’t expect that they will rise as fast as in...