Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.
Market volatility has come back with a vengeance. However, higher market volatility is normal in the later stages of an economic cycle.
Does the recent sell-off for risk assets mean the end of the cycle is nigh, or is there value to be found for investors willing to buck the trend?
How will the Brexit negotiations conclude?
Assessing the impact and possible evolution of Fed policy
While weaker headline earnings growth in future quarters could unsettle investors, many underlying factors suggest corporate health remains strong. What is the full story for investment grade credit?
Switzerland is well known around the world for its high prices, with a Big Mac or a Starbucks latte costing over USD 6 each. The Swiss National Bank (SNB) itself describes the Swiss franc as “highly valued”, but it is less clear to us that the currency is
China’s monetary and fiscal efforts to manoeuvre a soft landing and cope with pressure from increased trade tensions are beginning to pay off. What are the broader implications?
The year started with global macro data and quantitative valuations moving in opposite directions. Can this trend continue, or will one side give way?
The 2019 rally is underpinned by progress on the fundamental issues that rattled markets at the back end of last year. But given the strength of the rebound, how much longer can it continue?