by Mike Young | Mar 30, 2021 | Fixed Income
Over the past 100 years, financial markets have developed into the beast we now know – offering exposure to anything and everything, ranging from a simple share of Apple to complex derivatives on the Laotian Kip (currency). As our product offering has expanded, so...
by Max Pacella | Mar 12, 2021 | Macro & Markets
For any multi-asset portfolio, the first steps for most investors will be their asset allocation decisions.What are my inflation expectations? How long is my investment objective? How much capital will be exposed to equities? What room does that leave for bonds? How...
by Jesse Imer | Mar 8, 2021 | Fixed Income
There has been a lot of hype over the last few weeks regarding the sell-off in sovereign bond yields, most of it fixated on longer-duration government issued fixed-rate bonds of maturities 7+ years from now (2028 or later). Due to the sheer overwhelming demand for...
by Jesse Imer | Mar 3, 2021 | Fixed Income
Bond markets are not meant to be interesting. Bond markets are where governments and corporates can raise money via borrowing, to finance their operations, projects and objectives. Bond markets are meant to be orderly and stable, a place of mathematics where...
by Jesse Imer | Feb 17, 2021 | Fixed Income
There was once a period of time where government bonds provided the desired income that investors required to meet their objectives. I’m talking about when “govies” used to yield 4% p.a. or higher, basically any time before the last 10 years. For example, the below...
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