Federal Reserve

Bonds

Why lessons from 2004 suggest reasons for optimism on bonds

Impact of Fed policy

clock 24 February 2017 • 7 min read

Economics

Fed ready to hike rates 'fairly soon'

January minutes reveal hawkish stance

clock 23 February 2017 • 1 min read

Global

JPMAM's Mandel: Why holding duration is not the shock-absorber it once was

A 'mixed blessing' for multi-asset investors

clock 21 February 2017 • 3 min read

US

Where now for the Fed as 'political interest will play out immensely'?

The White House will have power to appoint governors

clock 20 February 2017 • 2 min read

US

Artemis' Weldon holds fire on adding further to financials as doubts linger over Trump tax cuts

Lack of faith in US President

clock 16 February 2017 • 2 min read

Emerging markets

The case for dollar-denominated EMD over local currency

The US Presidential Election has thrown up both challenges and opportunities for emerging market debt investors. Dollar strength and rising US interest rates are likely to put pressure on parts of the market.

clock 15 February 2017 • 2 min read

Global

SocGen's Edwards: Fed will be forced into 'more pronounced' tightening than market expects

Rising wages and inflation

clock 09 February 2017 • 2 min read

Economics

How to allocate for a change in Fed policy

Gearing up for hikes in 2017

clock 08 February 2017 • 2 min read

Economics

Fed holds rates but nods to further hikes

'Improved sentiment'

clock 02 February 2017 • 2 min read

Economics

Schroders' Wade: I'm much more concerned about inflation under Trump

China the only deflationary force

clock 31 January 2017 • 3 min read
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