Fixed income has long held ‘safe-haven’ status, but that reputation is cracking. In bond markets today, old assumptions are being upended. Peter Kent unpacks the blurring lines between developed and emerging market debt, the new global order where traditional labels no longer apply, and why bonds' defensive qualities are no longer a given. Meanwhile, headwinds for emerging markets are easing – and the case for diversification is more compelling than ever. A flash in the pan? Or a new trend that has long legs?

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