Reflation trade has made corporate bonds a tough place to invest
Last year’s once-in-a-lifetime buying opportunity becomes a distant memory as credit and high yield now offer little value
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Author: Cherry Reynard
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Is the UK really emerging from the investment wilderness?
Investors herald new era but distinguishing between true value opportunities and value traps remains crucial
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How badly will Europe’s third wave stymie its recovery?
Euro Stoxx 50 has outpaced the S&P 500 and FTSE All Share over the last month
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Liquidity concerns drag on real asset inflation hedge hopes
A number of pension fund managers have complained the illiquidity premium no longer exists
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Why it paid to be a nimble and undogmatic investor during the pandemic
Key findings from the latest Refinitiv Lipper report for fund managers
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Are green bonds the route to sustainable fixed income?
Green bond issuance hit cumulative $1trn milestone last December
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Will Baillie Gifford avoid the major handover pitfalls as James Anderson departs?
Style drift, bad stock-picking and misinterpreting the investment process are the main risks when an established manager passes the baton
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Commercial property is not dead but it is at an inflection point
The asset class has become like a bad relationship – too good to leave, but too bad to stay
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Could a rising dollar throw emerging markets and commodities off course?
Higher long-term bond yields are usually supportive of the US dollar
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Industry needs bolder stance on closing gender pay gap and bringing women into senior roles
How firms are addressing gender inequality as the global pandemic reshapes working practices
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Can equity markets navigate bond market weakness?
Banks and commodities have done well but bond proxies and technology have been hit hardest
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Has the Mifid II research unbundling experiment succeeded or failed?
New moves to rollback on some unbundling for small caps hint at problems