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. Sadly, too many of us fail to appreciate those good times, often focusing on what could or might go wrong.
It has been a challenging year for investors. Safe-haven assets, particularly longer dated government bonds, have suffered spectacular losses and while equity markets on average…
Liquidity often gets little attention until something goes wrong … and in March 2020 things certainly went wrong.
In this Livewire video, Dr Laura Ryan discusses a strategy that can produce returns regardless of whether interest rates are rising or falling.
This article outlines why a relative value approach is a compelling alternative to traditional fixed income investing.
Fixed income market inefficiency creates a vast and diverse range of mispricing opportunities that ‘relative value’ specialists can exploit.
Since the early 2000’s the name ‘Mrs. Watanabe’ has been used to describe yield seeking Japanese retail investors, who were forced to increase their offshore investment risk taking in response to ultra-low interest rates back home.
In this article, we will discuss five key risks to fixed income markets for FY20 and explain their relevance to those allocating to fixed income investments.
2019 has so far been a stellar year for bond returns globally. Even a simple passive exposure to long dated bonds has delivered handsome profits that far exceed the average yield of those bonds.
