According to Franklin Templeton Fixed Income CIO Sonal Desai rising investment and persistently loose US fiscal policy are simultaneously pushing in the direction of...
Despite higher yields, the world is not walking away from bonds - or threatening not to finance government deficits. US Treasury long-term yields of...
Part of an insight article from Ardea Investment Management.
1Q22 saw a historically large sell-off of bonds. A lot of policy tightening is now priced...
Safety Concerns
We have written and spoken about the shortage of “safe havens” or high-quality assets in the world.
There exists an ever-pressing need for...
The escalating geopolitical tensions driven by great power rivalries and conflicts have made defense a critical focus for policymakers and investors, according to Kim...
From Justin Tyler, Director, Daintree Capital. Please refer to the glossary at the end of the article for a definition of some technical terms.
With...
Can Government Bonds Continue to Act as Defensive Investments?
Government bond markets are now at the precipice of a paradigm shift. Unprecedented global fiscal stimulus....
