Credit spreads over government bonds should compensate investors not just for default risk but also for other risks such as illiquidity. Gopi Karunakaran discusses how corporate bond markets are currently not providing sufficient compensation for growing illiquidity risk.
In a Livewire Exclusive video, Gopi Karunakaran discusses how investors make good decisions when uncertain about the future.
It’s our view that there is a paradigm shift currently taking place.
This time last year Tamar Hamlyn shared with Livewire that inflation and volatility charts were the ones he was watching closely. Tamar now shares his thoughts of what to expect from here and what investors can do about it.
LIBOR, like the plumbing in your house, tends to only get attention when something goes wrong.
In a Livewire Exclusive video, Gopi Karunakaran discusses how banks withdrew from corporate bond markets after the financial crisis, and what this means for the US$560 billion in fixed income ETFs around the world.
In a Livewire Exclusive, Gopi Karunakaran discusses why there could be a significant sell off in bond yields in 2018.
Gopi Karunakaran shared his thoughts at the Portfolio Construction Forum Markets Summit 2018. Gopi’s presentation is available to watch or download.
Gopi Karunakaran shares his thoughts on the global fall in interest rates over the past 10 years and what to expect when this tailwind to asset prices subsides.
Inflationary pressures have been building globally and particularly in the US. The rise in breakeven inflation rates over the past two months shows that markets have begun to price this in.
