While 2018 has been a very difficult year for “long-only” investors to make money from anything, 2019 may be a bit less challenging. Our view is that US government bonds will offer some reward next...

There’s an air of optimism in markets about the meeting between Presidents Trump and Xi at the G20 this weekend, where trade will be top of the agenda. An agreement between the two leaders might...

While doubts have been raised over whether the Japanese yen remains a safe haven in light of its poor performance in the summer, we think that the currency will retain this status for the foreseeable...

The recent pick-up in US corporate credit spreads is more than just a response to the slump in oil prices over the past couple of months. We think that it also reflects worries about the outlook for...