As ten-year US Treasuries hit 3%, it is time to start thinking out of the box, writes Brian Heyworth, global head of client strategy at HSBC Global Asset Management.
Yield curve continues to flatten
Strengthening dollar a risk
When the relationship between two well-observed and liquid variables in the bond markets reaches multi-year wides, it warrants attention.
Rising inflation a risk
PARTNER INSIGHT: Mike Amey, managing director and portfolio manager for the PIMCO GIS Global Libor Plus Bond fund, on why a 'balanced' and active investment approach is helping to generate returns whilst maintaining a low risk profile.
Over the past quarter, the consensus view of many has been to challenge the role and attractiveness of fixed income as an asset class.
Markets have benefitted from a co-ordinated global recovery, led by central banks operating in a synchronised manner.