Fixed income outlook 2Q21 The whites of their eyes
This quarter, bond investors are left asking two important questions – 1) Can the rate of vaccinations outpace the increase…
16/04/21
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Insights 1776
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Article
Weekly investment update The great inflation debate
The pace of the rise in US consumer prices accelerated from 1.7% in February to 2.6% in March for the…
14/04/21
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Podcast
Market weekly Time for US bond investors to shift to greater flexibility (podcast)
The outlook for US interest rates is shifting towards a normalisation of central bank policy now that the economic recovery…
12/04/21
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Video
Asset allocation video - Ebb and flow
The ebb and flow of US market interest rates, inflation expectations and the future level of policy rates are currently…
12/04/21
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Article
Bond investors beware US rates may rise sooner than thought
US bond markets have begun pricing in higher interest rates, specifically two 25 basis point (bp) increases in the benchmark…
12/04/21
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Article
In finance, you have to talk about the blue economy
Robert-Alexandre Poujade, ESG [1] analyst at BNP Paribas Asset Management, says that as awareness of the importance of the blue…
09/04/21
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Article
Chart of the week: US inflation risk and pricing power
The 150 basis point (bp) increase in US Treasury yields since June 2020 has not yet posed a problem for…
09/04/21
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Asset allocation monthly Ebb and flow
In our latest asset allocation monthly, we examine the critical issues investors should consider when fine-tuning portfolio allocations. The ebb…
08/04/21
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Weekly investment update Markets rally on strong data
Strong economic data over the last week in the US, Europe and Asia appears to be confirming the perception among…
07/04/21
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Article
Market weekly - Sustainability and resilience in volatile markets
At the end of the third week of lockdown across much of Europe, Daniel Morris, senior investment strategist, and Mark…
07/04/21