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.

Markets

04DEC 2019

2019

OCTOBER

25OCT 2019

Markets

Three myths surrounding ESG in emerging market debt

Many feel that a focus on ESG is not compatible with emerging market debt investing. We disagree.

23OCT 2019

Economics

Is the US heading for recession in 2020?

We look at what bond and labour markets are signalling about the prospects for the US economy next year.

22OCT 2019

Markets

What happens to high yield bonds in times of market stress?

We look at whether investors are right to be wary of high yield bonds amid rising macroeconomic and geopolitical uncertainty.

15OCT 2019

Markets

The death of yields in six charts

Bond yields have declined remarkably since 2008, with a growing proportion now below zero. Here we highlight some extreme instances of ultra-low yields and look at what they mean for investors.

01OCT 2019

Markets

The surprising diversity of bond markets

The extent of the diversity of global fixed income markets, and the scope for achieving strong returns while managing risk, may be underappreciated by investors.

SEPTEMBER

11SEP 2019

Markets

How diversified is your portfolio?

With mainstream asset classes increasingly correlated over the last decade, investors may be overlooking the benefits of liquid alternatives.

04SEP 2019

Markets

Six reasons why it can make sense to buy a bond with a negative yield

Investing in a negative yielding bond effectively locks in a loss, but can still be a rational thing to do. Here we look at six reasons why.