global bonds

As a manager of high grade bonds, we are quite amused to see so many comments of late regarding bonds and yields, making it difficult for investors to distinguish...

Halfway through a year that will get recorded in the history books as epic and ironically it feels like we have come to a fork in the road as governments, central...

October presented several significant risk events which have passed without major incident, fostering some newfound optimism for global markets. The avoidance of a...

Since the beginning of this year, financial markets and expectations have turned decidedly bearish. Concerns about a Sino-US trade war, along with the so-called...

Global trade data has been slowing rapidly over 2019, but last week’s US employment report was a dire warning, and can expedite the US Federal Reserve (the Fed)...

Given the expectation of increased volatility at this later stage of an expansion, we see global fixed income as playing an increasingly important role in providing...