After the carnage in emerging markets in the second quarter, Lazard Asset Management LLC is finding value to jump back in, joining a small but influential group of investors that is becoming more bullish.

From the U.K. to Indonesia, global bond investors have been joining their U.S. counterparts in driving yield curves flatter, adding to signs that escalating trade tensions are depressing expectations for economic growth and inflation.

Emerging market sell-off was overdone. Dollar done flexing its muscles for now.

Junk bonds are much cheaper than they were at the start of the year, but at least one major asset manager says she’s getting out because prices are still too rich.

The Fed needs to rethink its monetary policy - before it is too late.

A liquidity crunch is looming for India, and funding costs could jump for all but the strongest companies, according to Suyash Choudhary, who foresaw the surge in rates back in 2013.