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 …
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.
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…
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.