US Treasuries

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.

Possible challenges to flows

10-year Treasury yield passes 3%

Suitable for $ investors

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

When the relationship between two well-observed and liquid variables in the bond markets reaches multi-year wides, it warrants attention.

Wage pressures increasing

Improving portfolio diversification

Short duration key in current environment