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Opinion
Opinion,
March 2017
Show Me The Money
The U.S. and indeed the global economy is walking a fine line due to increasing leverage and the potential for too high (or too low) interest rates to wreak havoc on an increasingly stressed financial system. Be more concerned about the return of your money than the return (...)
Strategy,
March 2017
How can investors navigate European politics and US monetary policy?
Strong US economic data and a more hawkish Fed saw the US Treasury index yield climb 20 bps, pushing performance down last week and putting pressure on fixed income exposures. Corporate bonds performed better — as expected — but the best position was in high yield with a short (...)
News,
March 2017
Reaching for yield continues in fixed income world
According to Bank of America Merrill Lynch, lower front-end rates have been pivotal to support flows into credit to the detriment of flows into equities. Investors continue to favour short-duration IG paper, while outflows continue from high duration (...)
Opinion,
March 2017
Happiness Runs
A client asked me recently when the Fed or other central banks would ever be able to sell their assets back into the market. My answer was "NEVER". A $12 trillion global central bank balance sheet is PERMANENT - and growing at over $1 trillion a year, thanks to the ECB and (...)
Opinion,
February 2017
Will 2017 herald a commodity bull market?
According to David Donora, Head of Commodities, Columbia Threadneedle, after commodity prices bottomed in early 2016, demand is outstripping supply once again, suggesting the next bull market may be approaching...
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Equities head for choppy ride as higher yield market takes hold