Weekly Market Update – The...
The rise in yields of US Treasuries, which began in August, saw the 10-year yield reach 5.0% this week. The…
26/10/23
Central banks
-
Article
-
White paper
Fixed Income Outlook – Slowdown...
US Treasury yields have now reached levels that we believe offer attractive value given that the Federal Open Market Committee…
18/10/23
-
Graph
Chart of the Week -...
Perhaps the most striking (and surprising) development in the third quarter of 2023 was a significant rise in US real…
17/10/23
-
Article
Weekly Market Update – It’s...
Stronger-than-expected job creation in the US, renewed doubts about inflation, the start of the earnings season, and geopolitical fallout from…
12/10/23
-
White paper
Asset Allocation Monthly – All...
The market has traded many different macroeconomic narratives in the last 12 months. From a near unanimous belief that a…
12/10/23
-
Article
Weekly Market Update - Surging...
Global bond markets continued their sell-off this week, pushing borrowing costs to their highest level in a decade or more.…
05/10/23