Why a world of opportunity awaits bond investors
In this Livewire Exclusive video, Ben Alexander discusses the importance of ‘relative value’ in fixed income markets.
Ghosting in the US job market
We’ve covered US wage growth and the resulting upside risk to inflation in a number of prior commentaries and now see more leading indicators suggesting that theme is accelerating.
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.
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.