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Analysis

John Taylor

16 February 2016 • By John Taylor • 1 min read

Why bonds still have a role in your portfolio

With bond yields at historical lows and interest rates rising in the US, many investors are wondering whether fixed-income assets can still help diver...

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John Taylor

Dealing desks: in or out?

Faced with increasingly volatile and complex markets as well as increased regulation, asset owners and managers are reassessing their dealing processe...

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John Taylor

The three 'risk pathways' for US fixed income

Equity analysts will sometimes note that 'the bad news is out' when referring to fundamentally sound companies likely to turn the corner after a strin...

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John Taylor

Finding the elusive efficient frontier

One of the fundamental challenges advisers face is deciding on the right portfolio for each of their clients, and the most efficient combination of as...

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John Taylor

China: a stock-picking opportunity

Last year every economist – including taxi drivers – became obsessed with the slowdown in the Chinese economy, says Man GLG’s Simon Pickard. ...

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John Taylor

Listed infrastructure and rising rates

Rising US interests rates will have a negative impact on some infrastructure asset prices, but for many infrastructure assets the effect will be mode...

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John Taylor

Crowdfunding to become stronger in 2016

Crowdfunding is a way of raising finance by having access to a large number of people including traditional financing institutions and structures but ...

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John Taylor

Looking back on a tumultuous December quarter

Global financial markets had a tumultuous December quarter driven largely by the United States Federal Reserve’s wavering over when it would finally...

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John Taylor

Investing in emerging consumers

Investors who want to tap into the burgeoning domestic consumption in emerging markets should focus on grassroots research, says AllianceBernstein's ...

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John Taylor

The perils of short-term automation

Volatility management or automated 'value-at-risk' techniques in bond markets could end up creating poor outcomes for institutional investors, writes ...

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