Graph of the week –...
The underperformance of eurozone government bond markets, slightly negative in the third quarter compared to +1.6% for US Treasuries (in…
03/10/25
Fixed income
-
Graph
-
Article
Weekly Market Update – Riding...
The swing in the US Federal Reserve’s preoccupation from tariff-induced inflation risk to labour market weakness – and the consequential…
25/09/25
-
Article
Why opportunities to diversify within...
Both interest rates and credit spreads influence bond performance. Both are typically negatively correlated, providing attractive diversification potential for fixed…
23/09/25
-
Article
Fixed income ETFs – Bringing...
In recent years, fixed income exchange-traded funds have had a major impact on bond markets by providing a liquid investment…
22/09/25
-
Article
Weekly Market Update – Why...
Several Asian central banks have started cutting interest rates, driving down bond yields in Asia. In contrast, the US Federal…
10/09/25
-
Article
Long-term asset allocation – The...
How much has changed for long-term investors with Donald Trump’s re-election as US president. His administration is remaking the global…
15/08/25