Turning to alternative investments
'Critical' stage in negotiations
In recent months we have been buying 0-5 year US inflation-linked bonds (TIPS) as a defensive move to get exposure to the US dollar, writes MitonOptimal's Peter Geikie-Cobb.
Brexit negotiations weighing
Viewed as least-attractive region
Central bank concerns
Cuts inflation and growth forecast for Q2
'Any other decision would be a major surprise to markets': Chances of a May rate hike falls to just 8%
Drop of 90 percentage points in one month
INDUSTRY VOICE: The rise in bond yields and concurrent shakiness in equity markets may emanate from a subtle but important shift in risk sentiment on inflation.
10-year Treasury yield range bound
Expectations of a 'soft Brexit'
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.
INDUSTRY VOICE: After a number of years in which central banks were more concerned with fighting the risks of deflation, several signs point to a higher inflation environment in the US.
Central bank policy mistake biggest risk
Support and attractive valuations could release the potential of commodity stocks
Cooling late-cycle economy could rekindle gold interest
Closed at 2.966% on Monday
Dropped to 2.5% in March
Up 6.2% since start of the year
Japanese GDP is likely to expand an average 1.7% through March 2019. Growth should be about 1.6% in April through December this year, rising to 1.8% next January through March.