government bonds

Bond markets look like they are pricing disaster, while equity markets are pricing an extended boom. But maybe there is a more nuanced message in there, the same one...

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)...

In today’s investment world there is so much choice available to investors when seeking to generate income. One proven investment strategy that is designed to provide...

Credit is smouldering right now. When that smoke becomes fire, the door becomes a key hole and only the first few get through. The rest get burnt. Holding credit risks...

The recent debate over austerity has been profoundly one sided. Articles by Paul Krugman, Robert Skidelsky and Ryan Cooper have taken on a victory lap tone for the...

As global expectations of rising interest rates and inflation begin to become more mainstream, investors are wise to pause and reflect on what this means for their...

Going into expected US Fed rate hikes, most investors would assume that long-dated bonds will likely sell off considerably. Contrary to what popular media commentary...