China risk goes beyond trade wars
The China economic slowdown story had been building behind the scenes long before markets decided to focus on trade hostilities with the US.
Markets wake up to China risk
We’ve been noticing early warning indicators of China risk flaring up and those risks have now become real.
One Measure of Fixed Income Risk is at GFC Levels – Should Investors be Worried?
Tamar Hamlyn discusses the current environment of tightening global liquidity and increasing government bond supply, which is having a knock-on effect on domestic liquidity.
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.