Livewire Exclusive – Two asymmetric opportunities
In a Livewire Exclusive video, Gopi Karunakaran discusses how investors make good decisions when uncertain about the future.
Market Insights
Is It Really That Simple?
It’s our view that there is a paradigm shift currently taking place.
Livewire Exclusive – More trouble on the way?
This time last year Tamar Hamlyn shared with Livewire that inflation and volatility charts were the ones he was watching closely. Tamar now shares his thoughts of what to expect from here and what investors can do about it.
LIBOR In The News Again
LIBOR, like the plumbing in your house, tends to only get attention when something goes wrong.
Livewire Exclusive – A dangerous consensus
In a Livewire Exclusive video, Gopi Karunakaran discusses how banks withdrew from corporate bond markets after the financial crisis, and what this means for the US$560 billion in fixed income ETFs around the world.
A paradigm shift for global markets
In a Livewire Exclusive, Gopi Karunakaran discusses why there could be a significant sell off in bond yields in 2018.
Bonds are no longer a reliable risk diversifier
Gopi Karunakaran shared his thoughts at the Portfolio Construction Forum Markets Summit 2018. Gopi’s presentation is available to watch or download.
Does fixed income still diversify portfolio risk?
Gopi Karunakaran shares his thoughts on the global fall in interest rates over the past 10 years and what to expect when this tailwind to asset prices subsides.
Markets Wake Up To Inflation Risk
Inflationary pressures have been building globally and particularly in the US. The rise in breakeven inflation rates over the past two months shows that markets have begun to price this in.
The Music May Still Be Playing But The Bar Tab Is Running Out
In July 2007, then Citigroup CEO Chuck Prince infamously said “…as long as the music is playing, you’ve got to get up and dance. We’re still dancing.”, and the rest is history.