Bonds

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Markets

05DEC 2019

Monthly markets review - November 2019

A review of markets in November when shares in developed markets moved higher but emerging markets lagged.

2019

AUGUST

15AUG 2019

Markets

Why USD corporate bonds are set to attract international investors

The falling costs of hedging mean international investors could be more attracted to US dollar corporate bonds.

06AUG 2019

Markets

Monthly markets review - July 2019

A look back at markets in July when shares made a modest advance and all eyes were on the Federal Reserve meeting at the end of the month.

JULY

29JUL 2019

Markets

Our multi-asset investment views for July 2019

We've upgraded Bunds this month, while we remain neutral on stocks as we await greater clarity on the economic picture.

JUNE

25JUN 2019

Markets

Our multi-asset investment views for June 2019

This month's asset allocation update includes a number of upgrades in the government bond space, as well as upgrades to the US dollar and Japanese yen.

19JUN 2019

Thought Leadership

The case for a core allocation to emerging market debt

A commonly held, but misplaced, belief that emerging market debt is an obscure and risky outpost of the fixed income universe has resulted in its under-representation in many portfolios.

MAY

24MAY 2019

Markets

Our multi-asset investment views - May 2019

We have downgraded equities this month and upgraded government bonds and gold. Here's why.

FEBRUARY

05FEB 2019

Thought Leadership

Securitised credit: Main Street versus Wall Street

We take a closer look at how asset-backed securities can be used as a defensive asset for those seeking stable income in today’s investment environment.