What does the yield on a 3 month US T Bill have to do with the price of a holiday in Argentina? Plenty, if you follow the chain of events that have driven capital flows since the 2008 financial crisis.
Watch this Livewire video to learn more about the Real Outcome Fund and the team’s investment process.
This Livewire exclusive discusses the changing dynamics in credit markets and why this could be very disruptive.
For the first time in recent history there are now more job openings than job seekers
Distortions in short-term money markets are giving rise to attractive, low-risk investment opportunities for fixed income managers.
We’ve covered US wage growth and the resulting upside risk to inflation in a number of prior commentaries and now see more leading indicators suggesting that theme is accelerating.
Recent volatility in Japanese government bonds (JGB) highlights the fact that government bonds aren’t so ‘safe’ when yields are very low.
Tamar Hamlyn discusses rising bank bill rates as an indicator of liquidity pressures.
The RBA has been signalling for some time now that the next move in rates, when it eventually comes, will be up rather than down.
Investment grade (IG) credit has been one of the worst performing asset classes so far this year, and its largest segment – USD IG credit – has been the worst hit.
