"Bonds are boring," so the adage goes. This statement has never been less true when we look at markets today.
Two scenarios outlined
The US economy continues to be in very good shape. This was the message delivered by the Federal Reserve Chair Jerome Powell at the end of August: he sees a robust US economy and positive momentum, expecting the strong performance to continue.
CEO labels whistle-blower as 'brave'
Similar to June 2007
The election of an anti-establishment government in Italy sent investors fleeing and Italian government bonds (BTPs) witnessed record outflows earlier this year. Antonio Ruggeri, manager of the OYSTER European Corporate Bonds fund at SYZ Asset Management,...
Not a 'risk-free' asset
Best sectors for investors
OCF of 0.50%
Fed cutting down on bond purchases
Launched New York base in 2016
Worst-selling equity region
Half of fund matures within three years
Pressure on institutional investors driving industry short-termism
European high yield attractive
Targets 'the three Cs'
We expect the Federal Reserve to maintain its gradual tightening as the US economy extends its growth phase, with short-term rates likely to rise at least three more times to reach 2.5% by next year.
Alejandro Di Bernardo and Joel Ojdana join this summer
Four funds in total
Outflows would cause "disproportional shift" in portfolios
Central banks and multi-asset in the spotlight