With Trump trades flooding the equity market in the run up to the US elections; a sell-off in the treasury markets since then; and Bitcoin hitting an all-time high this month, it is fair to say, that for some investors at least, the last few months have been a bare-knuckle roller-coaster ride. In a quest […]
A common theme in 2024 has been ongoing demand for corporate bonds. As to be expected, institutional investors have favoured higher quality investment grade bonds, but demand for sub-investment grade (high yield) and private credit has also been strong.
A common theme in 2024 has been ongoing demand for corporate bonds. As to be expected, institutional investors have favoured higher quality investment grade bonds, but demand for sub-investment grade (high yield) and private credit has also been strong. Perhaps this should be of no surprise. Interest rates have peaked in the developed world and […]
Financial markets are at an interesting juncture, with equity indices at an all-time high and forecast central bank cuts promising relief to wary fixed income investors. Inflationary pressures are moderating, and fears of a major economic downturn seem to have evaporated. For many, the much-desired Goldilocks scenario appears to be playing out. However, every major […]
The saying that all good things must come to an end is a bittersweet reflection of reality.
Given the uncertainty created by a looming US election, interest rate expectations constantly readjusting and geopolitical risks, having additional sources of diversification in portfolios can provide protection during periods when volatility spikes and markets are stressed.
This month Gopi Karunakaran caught up with Hans Lee from Livewire Markets for a deep dive into the world of Relative Value investing.
The saying that all good things must come to an end is a bittersweet reflection of reality. Sadly, too many of us fail to appreciate those good times, often focusing on what could or might go wrong.
Basis trades and the investors that employ this strategy have received a lot of attention in recent months. This is largely due to concerns raised by regulators in the United States and United Kingdom.
Over the past five years, bond markets have witnessed remarkable transformations, reshaping the investment landscape. From a pandemic to growing global macro-economic pressures, the role of fixed income in portfolio construction remains important.
