Weekly Market Update – Too...
Ten-year US Treasury bond yields are approaching 5%, surpassing the level reached earlier in October before the outbreak of conflict…
19/10/23
Inflation
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Article
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White paper
Fixed Income Outlook – Slowdown...
US Treasury yields have now reached levels that we believe offer attractive value given that the Federal Open Market Committee…
18/10/23
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Article
Chart of the Week -...
Perhaps the most striking (and surprising) development in the third quarter of 2023 was a significant rise in US real…
17/10/23
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Article
Weekly Market Update – It’s...
Stronger-than-expected job creation in the US, renewed doubts about inflation, the start of the earnings season, and geopolitical fallout from…
12/10/23
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Asset Allocation Monthly – All...
The market has traded many different macroeconomic narratives in the last 12 months. From a near unanimous belief that a…
12/10/23
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Article
Weekly Market Update – Near-term...
The US Federal Reserve (Fed) kept the key federal funds rate unchanged on 20 September, but retained an unexpectedly hawkish…
28/09/23