Search results for 'Bonds'

Search results 61-70 of 85
Elevated rates: Now is the time to consider the banking sector
Why identifying ‘national champion’ investment grade issues in developed markets is
a smart decision.
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The global implications for a shift in Japan’s yield curve control
Macro investing expert Russel Matthews offers insight into his expectations for the end of Japan’s experiment with yield curve control.
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Ideas happen here
As an enabler of ideas, we help our clients realise their goals. From this philosophy, ‘ideas happen here’ was adopted.
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A spritely economy and geriatric politicians
With equities buoyant and bitcoin rampant, our conversations with policymakers have focussed on the theme of US growth exceptionalism.
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BoJ bodge
A tightening bias remains in place and we continue to think that it will be premature to look for policy to ease before the second half of 2024.
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Intervention time?
Ongoing developments in Japan have been the key focus for investors this week, with renewed pressure on the yen ahead of today’s BoJ policy meeting.
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EM Debt: a bright spot in stormy skies
Polina discusses the opportunities and risks in EM debt, how geopolitics could impact the asset class this year, and what’s top of mind for investors.
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The changing face of emerging markets
Nothing stands still for long in emerging markets. We look at where opportunities lie, and some key themes driving change across the asset class.
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Stronger than titanium
We do not place much store in anyone’s ability to accurately call the trajectory of growth and inflation through the next 6-12 months.
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Yields roar to new highs
A move to a new high in yields could see selling from technical-based accounts and could well weigh on sentiment.
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