942 insights found
Shaken or stirred, Mr Bond?
There are still lots of reasons not to be bearish on fixed income. However, the macro outlook does lend itself to the idea that somewhat higher yields would not be out of place.
India: Growth returns, but challenges remain
Policy is supportive but COVID-19 and geopolitics weigh on the country’s outlook
What investors should expect in 2021: The key areas shaping markets
Most of us are understandably looking forward to seeing 2020 in the rear-view mirror.
See the light
Stock markets reached record highs before the Thanksgiving holiday.
Where can investors potentially seek income in today’s low yielding environment?
The coronavirus pandemic has created uncertainty no matter what your investment objective.
Green bonds: How active management aims to make the most of a dynamic sector
The market for financing linked to environmentally friendly projects and companies is heading rapidly towards the $1trn mark.
Inflation linked bonds: Why we have upped our exposure following the US election
The extraordinary monetary and fiscal support from central banks in the wake of the coronavirus pandemic has been welcome news for investors.
AXA Global Strategic Bond Fund Markets price in US election expectations
Government bond yields rise on expectation of Democratic “blue wave” in US election.
Hoping to give thanks
Markets want to trade with cyclical hope but we might be back in a wait-and-see regime for a few weeks.