Focus on financials
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.