‘An unprecedented surge in demand’ ahead for bonds as investors ditch cash
Most institutional investors expect up to $2.5trn of capital from money market funds to re-enter bond markets
Federal Reserve
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Mirabaud: Jumbo rate cuts call for neutral duration
Andrew Lake examines the speed and tragectory of the cutting cycle set in motion by the Fed last week and what it means for fixed income
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Federal Reserve cuts interest rates by half a percentage point
Industry commentators weigh in on Fed’s 50 bps decision
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Interest rates: Tough decisions ahead for central banks
Will the Federal Reserve and Bank of England agree to more interest rate cuts when they meet again this week?
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US inflation tempers at 2.5% ahead of interest rate decision
Industry commentators weigh in on latest set of US inflation data
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Baron Capital: Investors should be optimistic about US small and mid-caps
History shows us that small and mid-caps often outperform when the Fed lowers rates, says Claudia Pagazani
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US jobs data gives Fed ‘reasons to cut, not to panic’
Commentators react as the S&P falls following the release of non-farm payrolls
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RBC Bluebay’s Mark Dowding on diverging from the consensus
The CIO discusses why elections, geopolitical uncertainty and monetary policy change has created a fertile hunting ground for fixed income
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LGIM’s Rees: How bonds play into magnificent seven ‘FOMO’
Matthew Rees talks falling interest rates and August stockmarket selloff
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Fairview’s Yearsley: August yields ‘mixed bag’ for fund trends
August marked by rate cut discussions and selloff at beginning of month
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Weekly Outlook: US jobs data and Currys trading update
Key events for wealth managers for the week beginning 2 September
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How to invest in an interest rate falling world
Many of the areas that have come under pressure as rates have risen may start to revive