A big night out for credit markets
This Livewire exclusive discusses the changing dynamics in credit markets and why this could be very disruptive.
Low yields + rising volatility = a toxic combination for bonds
Recent volatility in Japanese government bonds (JGB) highlights the fact that government bonds aren’t so ‘safe’ when yields are very low.
Livewire Exclusive – 2018’s most crowded trade
Tamar Hamlyn discusses inflation with Livewire and if this is about to change.
Early Warning Indicators
Continuing the theme of tightening liquidity, Italian govt. bond markets are noteworthy as an early warning indicator.
Livewire Exclusive – More trouble on the way?
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.
A paradigm shift for global markets
In a Livewire Exclusive, Gopi Karunakaran discusses why there could be a significant sell off in bond yields in 2018.
Bonds are no longer a reliable risk diversifier
Gopi Karunakaran shared his thoughts at the Portfolio Construction Forum Markets Summit 2018. Gopi’s presentation is available to watch or download.
Global Fixed Income markets: a fragile balance
Tamar Hamlyn shares his observations of global macroeconomic policy following a study tour across the US, EU, UK, China and Japan.
Challenges and opportunities – the year ahead 2016
With the festivities behind us and a new year ahead it is a good time to reflect on what to expect from fixed interest markets. More of the same, or will the end of zero interest rates in the US bring something different?
Return Expectations for Active Fixed Income
Bond yields across the major fixed income markets are currently at low levels relative to history, causing investors to question whether the asset class can continue to deliver an attractive return.