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Bond yields continued to edge higher over the recent weeks on the back of stronger economic data and higher inflationary pressures. The rise in bond yields was more pronounced in Europe than in the U.S. across the curve, which contributed to the appreciation of the Euro vs. (...)
The headwinds to globalisation are more structural than cyclical, which means those in favour of open markets have a serious challenge to overcome.
According to Tarek Issaoui, Head of Cross Asset Flexible Solutions at THEAM, coming months and years will most probably see more differentiation between the performance of flexible funds. As diversification benefits become less important, drawdown management will develop (...)
This product, launched in 2012, uses a long-only investment strategy applied to a multi-asset universe, including equities, sovereign and corporate bonds (in both emerging and developed markets) and commodities through liquid instruments. Implementation of the strategy (...)
We believe now is a good time to ready bond portfolios for reflation: improving growth, wage gains and higher inflation. We see global reflation running further in 2017 and spurring a modest rise in global bond (...)
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