Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
UK wages grew at the fastest pace since 2008 in July, with the three-month average growth rate for wages including bonuses reaching 4% year on year.
A slew of fundamental developments over the week suggests the macroeconomic backdrop continues to deteriorate, and yet bond markets are still generating strong returns across not only safe havens but also risk assets. Can this momentum persist into Sept.
The ECB’s forceful stimulus package surprised investors with an open-ended approach to a relaunched QE—asset purchases of €20 billion per month will continue until inflation starts to rise.
A new trade announcement from the Trump administration has comprehensively overshadowed the Federal Reserve’s first rate cut since the financial crisis. What impact will the most recent round of tariffs have on the economy and on markets?
The theory of negative interest rates is straightforward, but the practice is not. What do negative rates mean for savers?
Credit markets have enjoyed a strong march upwards, supported by robust technicals and a broadly positive fundamental backdrop. With issuance set to pick up, could now be the time to take some chips off the table?
With the European Central Bank (ECB) set to resume quantitative easing, can European high yield spreads return to their lows of the last time around?
Emerging market (EM) central banks are following their developed market peers with easier monetary policy. What are the implications for EM debt?
With inflation stubbornly weak, the European Central Bank (ECB) is now expected to act. What would more monetary stimulus mean for investors?