All Sovereign Bonds articles – Page 6
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White papersAre ‘linkers’ the best way to guard against inflation?
With rising UK inflation, questions are increasingly being asked about the best way to protect the real value of investments.
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White papersIn Credit: ‘From Russia with love...’
There never seems to be a dull moment in US politics these days.
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White papersIn Credit: State aid? What state aid?
Markets remained somewhat spooked by the previous week’s seemingly coordinated central bank shift in policy.
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White papersIn Credit: Loose lips sink ships
Core government bond markets performed very poorly last week with yields rising meaningfully in most areas.
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White papersWhat will end the search for yield?
The search for yield appears unstoppable. Global investors’ voracious appetite for income has been a near-constant theme since the end of the financial crisis, propelling bond yields to record lows.
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White papersIn Credit: Government lifeline for Venetian banking gondola
It was a quiet week for core government bond markets with yields broadly unchanged.
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White papersIn Credit: ‘Alexa...Buy me Wholefoods’
The US bond rally continues – fuelled by a lack of inflation.
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White papersIn Credit: ‘This is what it sounds like when doves cry’
It was a rather mixed week for core government bonds. After this week’s dovish ECB meeting the market now expects European interest rates to remain in negative territory for the next three years (see chart of the week).
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White papersIn Credit: US surprises to the downside...
Core government bond yields remain on a downward trend as US economic data continues to surprise to the downside and there remain few signs of accelerating inflation.
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White papersAsset Allocation Monthly: May 2017
We have recently increased our equity rating to favour from neutral on the back of lower political risk and positive earnings developments.
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White papersThe emerging markets cloud receding
As US rhetoric on trade protectionism softens, investors are focusing on emerging markets’ fundamental attractions once more as productivity improvements and fast-growing young populations are driving superior economic growth.
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White papersUniversity bond issues: Making the grade
Guillaume highlights that our top UK universities are among the best in the world, making their bonds potentially attractive investments.
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White papersDon’t let interest rate risk keep you out of fixed income
Fixed income investors tend to focus on interest rates and worry that when interest rates rise the value of bonds goes down.
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White papersHow should investors approach US infrastructure?
Improving and expanding US infrastructure involves more than building roads and bridges.
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White papersTrumponomics: What could go right?
When it comes to policy, there are things that can go right and things that can go wrong – particularly so with Trumponomics.
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White papersIn Credit: Honey, I shrunk the market...
The Federal Open Market Committee (FOMC) minutes confirmed that, as expected, there will be a rate hike in the US next month.
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White papersOur Convictions: May 2017
We have repeatedly mentioned how financial markets have tended to overestimate the risks of European elections, underestimate the fears of the Brexit and overestimate hopes on Trump’s economic policy.
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White papersIn Credit: Macron sweeps to victory
Core bond yields edged modestly higher in the last week faced with a more hawkish US central bank; robust employment data; and an easy victory for Macron in the French election.
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White papersTrump unnerves Asia
The new US administration’s trade and foreign policy threatens to unsettle relations with Asia-Pacific nations. It is commonplace to say that the election of President Donald Trump has created uncertainty and nervousness among both US’s allies and its rivals.
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White papersSoutheast Asia’s credit stability
Credit rating agencies are optimistic that Southeast Asian countries will weather the fallout from developments in other regions. Southeast Asia appears vulnerable to several forces it can do little to control.
