We explain the mechanics of inflation protection and how to identify relative value opportunities.
Government bond markets are now at the precipice of a paradigm shift.
How can a negative yield bond deliver a positive return, or a positive yield bond deliver a loss?
Some central banks are pushing monetary policy into the upside down world of negative interest rates, but rather than success they are creating bizarre side effects.
Since the early 2000’s the name ‘Mrs. Watanabe’ has been used to describe yield seeking Japanese retail investors, who were forced to increase their offshore investment risk taking in response to ultra-low interest rates back home.
How is it that traditional safe haven assets like gold, government bonds and the Japanese yen are all performing strongly this year, just as risky assets like equities, credit and emerging markets are also doing very well?
With global bond yields back near the low end of recent ranges, it’s an opportune time to revisit a theme that’s relevant to portfolio construction today – the bond vs. equity correlation.
Everyone has an opinion but does anyone really know?
The Hive is a video series featuring ActiveX fund managers. ActiveX’s Sam Morris and Ardea discuss the latest trends in fixed income and what investors should be considering.
In this Livewire Exclusive video, Ben Alexander discusses the importance of ‘relative value’ in fixed income markets.