Chart of the Week -...
US 10-year Treasury yields rose as high as 4.88% in the first week of October, their highest level since 2007…
10/10/23
Fixed income
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Article
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Podcast
Talking Heads – ETF investing...
Two factors are driving growing interest in fixed income exchange-traded funds. First, bonds are back with yields at attractive levels…
09/10/23
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Article
Weekly Market Update - Surging...
Global bond markets continued their sell-off this week, pushing borrowing costs to their highest level in a decade or more.…
05/10/23
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Article
Mortgage-backed securities – Headwinds on...
US mortgage-backed securities look attractive now relative to government bonds. Headwinds in the form of, for example, rising central bank…
02/10/23
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Article
Chart of the Week -...
September was been a difficult month for US stocks and government bonds as markets added to bond’s risk premia partly…
29/09/23
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Article
Chart of the Week -...
Every risk has a price, and in our view, markets are priced for different outcomes. Strikingly, the chart of the…
21/09/23