room for bond yields to grow
Bond markets have enjoyed a bull run over the past 30 years, largely supported by both falling interest rates and inflation and, since 2008, loose monetary policy.
Profiles & Comment
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Europe the place to be for asset-backed security
New regulatory requirements are improving the quality of the European market for asset-backed securities.
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100 year bond
Two one-hundred-year bonds have been introduced in the past week but is there a benefit to an investment with a time horizon that will outlast every wealth manager client?
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Is this the end of the road for credit
As we enter 2014‚ spread levels across developed credit markets are tighter than they have been since the third quarter of 2007 showing the extent to which spreads have now retraced since the global financial crisis.
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Next please UK high street winners losers
A year ago today, the picture on the UK high street looked extremely gloomy as HMV followed a string of high profile closures and confirmed its shares were being suspended from the London Stock Exchange.
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Five reasons why the BOE will hike rates
It appears increasingly likely that 2013 marked the start of a synchronised recovery in the advanced economies, so is it now time for the Bank of England to consider hiking the base rate?
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Taper not Selfie was the word of 2013
With tapering one of the most overused financial phrases of 2013, we look for forward guidance to be the dominant phrase for 2014.
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Fixed income strategic and global crombie
There is a clear consensus among financial advisers and wealth managers that interest rates will rise in 2015 in the UK and US – the question to answer is how this will impact their fixed income buying decisions.
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stable US now tapering to start
In line with our expectations, tapering did not mean tightening and in our view, yesterdays tapering announcement was orchestrated to maintain a stable market environment.
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draghi blusters as dark clouds loom over eu
If nothing else, it is difficult not to admire Mario Draghis style. After two tempestuous years at the helm of the European Central Bank, battling from one crisis to the next, he continues to catch onlookers unaware.
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avoid traditional income Lazard Ryan
As a global equity income manager, Pat Ryan explains why he is avoiding the traditional large-cap, defensive stocks you would expect to form the foundation of an equity income product.
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experience says now is not the time for Asia
Avoiding an impersonal, tick-box mentality is key to TAM's fund picking while experience in managing money in Asia has taught the team that now is not the time to invest there.
