From Garrett Roche, CFA, FRM, Global Market Strategist at Principal Asset Management The recent and sudden rise of U.S. Treasury yields has pushed long-term interest...
From Richard Gluyas, NAB The nation’s growing appeal to investors as a relatively stable democracy with sound economic fundamentals is attracting enhanced capital flows from...
Big section numbers, even bigger risks The case for duration may be a bit stronger in Europe than in the US The investor...
A report from T. Rowe Price Head of Multi-Asset Solutions APAC Thomas Poullaouec and team covering an AU/APAC focus. MARKET PERSPECTIVE Uncertainty persists for the...
In this market environment where headlines are rampant and political developments continue to emerge, one macroeconomic event stands out from the others; the US...
A continuation of an interview with Jamieson Coote Bonds’ Charles Jamieson – visit here for Part 1. Tell me what your thoughts are on the...
By Pilar Gomez-Bravo, Co-CIO Fixed Income, MFS Investment Management Lending standards have tightened in the wake of the turmoil in the banking sector in...
While financial crises are often similar, the excesses of each cycle are unique. Today’s excesses resulted from central bank policies designed to counter...
From Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers.​ When I started in asset management, the chief rationale for bond investing was based...
With the Federal Reserve in easing mode, the question many clients have been asking me is whether I still expect the 10‑year U.S. Treasury...

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