Bonds go down when equities go up, is the common perceived wisdom among investors.
Prudence required to navigate choppy waters
Restarting quantitative easing
Market signals pose 'dilemma' for investors
Effects of low-interest rate environment
Investors have piled into bonds such that more than $15trn worth are now negative yielding if held to maturity – a new record.
Negative yields unlikely
Entering a 'monetary policy arms race'
Global economic cycle is among the longest in history
Several caveats to Bank of England's hawkish stance
Political and structural changes abound
Rise need not be Brexit-dependent
Will focus on emerging markets fixed income
QE could be back soon
Trade, inflation, slow growth and yield curve to blame
Inflation above 2% for first this this year
Market correction becoming more inevitable
Equity markets everywhere look 'reasonably placed'
The Top Down: Neptune's James Dowey on the 'one issue more important than Brexit' for asset managers
In this month's edition of The Top Down, Jayna Rana and Mike Sheen talk to James Dowey, CIO and chief economist at Neptune Investment Management.
Credit fundamentals are stable
Growth in the eurozone is slowing to stall-speed. The most recent raft of indicators point to weak manufacturing activity, with German data at lows last seen in 2009.
Spotlight on central banks
Economic surplurses also pose risks