Insights

Lynda Schweitzer, US-based co-head of global fixed income at Loomis Sayles gives us her view of global fixed income markets. Thanks so much for taking the time to speak to us Lynda, can you please tell me a bit about yourself and your role? Sure, I am co-head of global fixed...

Last month, there was a moment that analysts and financial market participants had been hoping for some time. Like kids waiting for Christmas morning, market participants cheered when US inflation finally started to ease, and boosted hopes that inflation, at least in the US, had peaked. Naturally, global equities...

Gold has been having a dream run, performing exactly as it should in stressed markets. The yellow metal is up around 30 per cent in six months (even allowing for a mid-week swoon on the back of profit-taking ). Six months ago it was trading at US$1,474 per ounce -...

If history is any guide, at this juncture bonds may be a more attractive proposition than equities, at least in the short term. From Henry Neville, Portfolio Manager, Man Solutions Let’s begin with a mea culpa. In my note of 18 May 2023, I wrote that the risk/reward for equities versus bonds...

US monthly inflation reached 7% last week, the fastest rise since the early 1980s, and the FED came out and said it may have to raise interest rates faster than expected. The first US interest rate rise is expected in March and recent consensus is for three rate rises...

As inflation risks continue to evolve, especially in the United States, the United Kingdom and most of the emerging markets, followed by the Eurozone, asset manager Amundi has released an investments insights blue paper looking at these trends and how multi-asset portfolios can be resilient in an inflationary regime....

Alf Ribeiro/Shutterstock Richard Holden, UNSW After years of repeatedly missing its inflation target through too timid monetary policy, in the past week the Reserve Bank has decided to get tough. Not only did it hold its closely watched cash rate target steady at 0.10% at Tuesday’s board meeting, it ramped up its...

As investors move through life, their appetite for risk and reward changes. It’s common for older investors to choose lower risk investments as they have less time to remedy any losses if they occur. While there are no set ‘rules’ for asset allocation by age, one of the most famous...

Five bond strategies to help investors navigate evolving markets. From T. Rowe Price. KEY INSIGHTS  The pain of 2022 has reset bond yields to meaningfully higher levels that offer investors higher potential income and a margin of safety. With diverse sectors, fixed income markets offer solutions that can potentially help...

Interest rates rises are starting to slow and many economists are suggesting we are nearing peak rates. If you agree, then it’s time to start thinking about adding interest rate risk, also known as duration. Once interest rate expectations start to reverse, fixed-rate bonds will outperform. Last week I looked at...