While unnerving, the late-February surge in global bond yields was a game-changer for equity market leadership, with important implications for navigating the road ahead.
In recent years we’ve lived in a world of rising temperatures and falling interest rates, but one side of this has abruptly changed this year. Interest rate risk has become one of the key worries of the global investors, as central banks struggle to keep inflation in check.
Following a decade of turbocharged outperformance in the early 2000s, emerging-market (EM) stocks have been mired in a protracted losing streak versus their developed-market peers.
Energy and persistence conquer all things, said Benjamin Franklin, but is persistence in the energy markets the right thing for long term investors?
10 Paternoster Square
Copyright © 1997–2022 IPE International Publishers Limited, Registered in England, Reg No. 3233596, VAT No. 685 1784 92. Registered Office: 1 Kentish Buildings, 125 Borough High Street, London SE1 1NP
Site powered by Webvision Cloud