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The global political economy is rapidly evolving. The rules, norms and institutions that govern interactions between nation states are being upended, and the nature of capitalism is changing again. Having evolved in the past from laissez‑faire to Keynesianism to free market neoliberalism, it is now turning to nationalism with more state intervention.
US Treasuries sold off sharply in the third quarter of 2026, with persistent inflation, a resilient labour market, and a hawkish Federal Reserve driving yields materially higher.
Discover Asian fixed-income investing today. Emerging Asian markets have the potential for strong returns, consistent income & diversification benefits.
Volatility is the price of participation. Risk is overpaying for an asset, lending to a weak borrower, or owning something where the downside is permanent and the upside is speculative. The distinction matters because elevated volatility often produces the best entry points. Today, we see opportunities across government bonds, currencies and selective Asian credit precisely because markets remain fixated on short-term noise.
The war involving Iran has raised concerns that Asia will be among the hardest‑hit regions, due to its dependence on imported energy. Consumers are already feeling the impact through higher fuel and electricity prices. Looking ahead, however, the economic fallout will vary sharply across countries, reflecting differences in energy security, policy tools, and underlying economic strength.
