Thank you! Click below to read the report Read the report now Don't have time to read it now? We've emailed you a link so you can read it at any time. You may also be interested in: Global Markets Update Canada & ANZ bonds no longer look like such outliers We still think the yields of long-dated sovereign bonds in Canada, Australia and New Zealand will fall by the end of this year, but no longer expect them to do so by much more than the yields of bonds... 7th July 2023 · 7 mins read Global Markets Update US corporate bond spreads may rise again Corporate credit spreads have fallen back in the US over the past couple of weeks, while they have risen in the euro-zone and the UK. However, given our pessimistic view of the US economy, we suspect... 5th July 2023 · 4 mins read Asset Allocation Update Making sense of asset flows and the yen Reconciling the slide in Japan’s currency with big flows into its stock market from abroad and a perception that the appeal of foreign bonds to Japanese investors has waned in response to high hedging... 30th June 2023 · 4 mins read Global Markets Update High Treasury volatility won’t prevent yields from falling Treasury volatility has fallen over recent weeks but remains high by historical standards, and we wouldn’t be surprised if it remained so over the rest of 2023 even after the Fed has concluded its... 21st June 2023 · 3 mins read Pagination Previous … Page 49 Page 50 Page 51 Page 52 Current page 53 Page 54 Page 55 Page 56 Page 57 … Next
Global Markets Update Canada & ANZ bonds no longer look like such outliers We still think the yields of long-dated sovereign bonds in Canada, Australia and New Zealand will fall by the end of this year, but no longer expect them to do so by much more than the yields of bonds... 7th July 2023 · 7 mins read
Global Markets Update US corporate bond spreads may rise again Corporate credit spreads have fallen back in the US over the past couple of weeks, while they have risen in the euro-zone and the UK. However, given our pessimistic view of the US economy, we suspect... 5th July 2023 · 4 mins read
Asset Allocation Update Making sense of asset flows and the yen Reconciling the slide in Japan’s currency with big flows into its stock market from abroad and a perception that the appeal of foreign bonds to Japanese investors has waned in response to high hedging... 30th June 2023 · 4 mins read
Global Markets Update High Treasury volatility won’t prevent yields from falling Treasury volatility has fallen over recent weeks but remains high by historical standards, and we wouldn’t be surprised if it remained so over the rest of 2023 even after the Fed has concluded its... 21st June 2023 · 3 mins read
