Bonds

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.

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

27JUN 2019

Markets

The downgrade risks facing passive investment grade bondholders

Passive credit investors could be facing significant downgrade losses when the next economic downturn hits. Active managers, however, have the flexibility to manage these risks more efficiently.

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

Markets

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

29MAY 2019

Markets

How different assets perform in an economic slowdown

It appears that the US is entering the slowdown phase of the economic cycle. But what might that mean for returns across asset classes? And can a recession be avoided?

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.