Emerging market debt has seen a lot of inflows from European investors of late even though spreads have compressed considerably. Is this a sign you should look for the exit now, or is the long-term story for the asset class still intact?
The Dutch elections on Wednesday are unlikely to result in the populist, anti-EU Freedom Party (PVV) taking power. But the elections are important for another reason.
David Roberts, head of fixed income at Kames Capital, argues that the choice between government bonds and corporate bonds is an easy one. He also argues eurozone investors are underestimating the dangers of inflation in 2016.
