06 October 2020 • By Stephen Miller • 1 min read
For those of us whose formative years encompassed the 70s, the spectre of inflation (or stagflation) always looms large. Indeed, a number of us could ...
READ MORE One year ago, we published an article titled “East coast infrastructure – worst boom ever?”, which highlighted that despite the significant hype...
READ MORE Many investors may be wondering whether there is any value left in domestic fixed-income markets. While outright yields may look tight on a historical...
READ MORE Some US$140 billion may flow into China’s onshore bond market after the index provider, FTSE Russell, adds debt issued by the Chinese government to ...
READ MORE Fallen angels are on the rise. These assets – essentially investment-grade bonds downgraded to high yield – are attracting increasing attention fr...
READ MORE As artificial intelligence (AI) becomes the “future of everything”, savvy investors are heavily backing companies involved in this space. Micro...
READ MORE Will last week’s cocktail of news result in real changes, and what do investors need to be looking for from the banks? Last week was quite the ri...
READ MORE Throughout history, financial crises have been caused by an economic shock or a fundamental demand/supply imbalance. This crisis is different. When...
READ MORE The COVID-19 sell-off, which saw the MSCI EM US dollar index collapse -24 per cent over the 1Q 2020 has been virtually erased by the recovery in emer...
READ MORE Renewed equity market volatility highlights the need for portfolio breadth. US markets have sold off sharply after reaching record highs, driven by...
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