bonds

I recently stumbled across a daily markets report (by Mark Gardner at Maqro Capital, if you must know) which argued the "extraordinarily dour outlook" for price...

"We are seeing volume declines in every segment around the world" FedEx CEOIn September 2022, the FedEx (FDX) share price tumbled 30% when the company reported a...

In the AFR I wrote that September has been a bloodbath for financial markets, driven by a range of shocks including a more hawkish than expected US Federal Reserve,...

I would have thought the economics field (which was so confident in secular stagnation) would be more vocal about the eventual return to 2% for US 10s, from rates...

The docile bond market of the past 20+ years is gone. As many professional managers, allocators and advisors have been burned this past year, we expected...

With experience comes expertise. Navigating financial markets successfully, over an extended period, requires teams that have seen all market conditions. Teams that...

In anticipation of further rate increases from the Reserve Bank of Australia (RBA), fixed income markets are ‘pricing in’ the current tightening cycle. However, to...

To say it has been a challenging period for bonds would be an understatement. In fact, the first quarter of this year saw the worst start to a calendar year in...

In the AFR I write that this column been much more constructive on risk since late May when we determined that interest rate markets were finally pricing in the...

The last month has seen a rally in global bond markets, after a protracted period of repricing, US 10-year yields down around 32 points to 2.76% as of 9 August. This...