Mortgage-backed securities – Headwinds on...
US mortgage-backed securities look attractive now relative to government bonds. Headwinds in the form of, for example, rising central bank…
02/10/23
Fixed income
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Article
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Article
Chart of the Week -...
September was been a difficult month for US stocks and government bonds as markets added to bond’s risk premia partly…
29/09/23
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Article
Chart of the Week -...
Every risk has a price, and in our view, markets are priced for different outcomes. Strikingly, the chart of the…
21/09/23
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White paper
Eurozone commercial real estate reset...
The sharp rise in interest rates over the last year has lowered valuations and led buyers to demand higher yields…
06/09/23
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Article
Household loans – Offering predictable...
As growth in developed economies slows and higher central bank rates start to bite, investors looking for portfolio diversification and…
21/08/23
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White paper
Asset Allocation Monthly – No...
Different asset markets are offering unusually disparate prospective levels of risk-reward, with bonds looking more attractive than stocks for the…
11/08/23