Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
In this paper, Rupert Brindley discusses why the concept of the forward rate of interest is central to fixed income investing, and how it informs long-term forecasting processes.
Article discussing how low growth, low yield environments are good for equity income investing.
Measuring book yield correctly
The potential for unilateral US currency intervention arose as a topic of research interest last year, and discussion has intensified over recent weeks.
We expect the US dollar to underperform ahead of the first Federal Reserve (the Fed) interest rate cut of this cycle.
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies