10JUN 2021
Should EM investors be worried about tapering?
Although the Fed looks likely to tighten policy sooner than previously expected, the 2013 “taper tantrum” should be avoided. But tapering will still …
04JUN 2021
Monthly markets review - May 2021
A look back at markets in May when shares moved up on re-opening and vaccine optimism, although rising inflation sparked some concerns.
07APR 2021
Treasury tremors: how does the current sell-off compare with past episodes?
US Treasury bonds have endured the second worst start to a year since 1980. Here we break down the recent developments and ask whether volatility wil…
06APR 2021
Quarterly markets review - Q1 2021
A look back at markets in Q1 when vaccine roll-outs and US spending plans helped lowly-valued shares make strong gains.