Tag: Bond Market
Podcast: Have Hawks Just Halted the Rally in Equities?
With investors now mulling over the consequences of the Jackson...
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How the Fragile Five Transformed into the Compelling Quartet
Key takeaways Bond portfolio flows tend to flock to...
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Bond Investing in Asia: Peaking Bond Yields Present Unique Opportunities
Peaking bond yields, measured rate hikes in Asia and still...
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Carmignac P. Global Bond: Letter from the Fund Manager
-2.54% Carmignac P. Global Bond’s performance in the 2nd quarter of...
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June Op-Ed – Stories for the Summer
Key points The so far impressive resilience in economic activity...
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Forget Interest Rates, It’s the Direction of the Dollar that Counts
Key takeaways EM local rates are currently at their...
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May 2022 review: Liontrust Strategic Bond Fund
Past performance is not a guide to future performance. The...
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How Advanced is the Current Cycle?
The most important asset allocation decisions for global investors ought...
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Bond Bites: What Doesn’t Bend, Breaks
Inflexible market regimes tend toward fragility and often break with...
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The Cycle and theSspreads: Institutional Investors Stay Committed to EM Bonds, But not the Retail
Key takeaways Growth headwinds: two well-known factors, one unpredicted The...
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