bond proxies

Mathan Somasundaram

Local market ran into a brick wall after lunch despite solid China data. China Caxin Manufacturing data was better than expected and in expansion territory…good for commodities who had another good night. Bond yield proxies and currency proxies were under pressure from the start while banks joined the slide after... Show More

Clime Asset Management

Countless thousands of words have been written over the last six days about the investment implications of the new American President. The consensus seems to be it’s all over for bond proxies like REITs, infrastructure stocks, utilities and Telstra now the Trump reflationary trade is pushing bond yields higher and... Show More