Would You Buy Your Fixed Income Portfolio Today?

Would You Buy Your Fixed Income Portfolio Today?

🕔15:59, 6.Sep 2021

Executive Summary: Will the Next Decade Look Like the Last? Help Needed—Traditional Approaches Can No Longer Do It All: While traditional core and core plus fixed income strategies have historically served as a “one-stop shop” allocation to balance risk-seeking allocations,

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Markets take the Fed’s tapering plans in stride

Markets take the Fed’s tapering plans in stride

🕔13:47, 6.Sep 2021

Equities continue to march higher. Despite the coming taper, Fed policy remains accommodative, and a strong earnings outlook supports select stocks. Although COVID-19 hospitalizations have surged, last week investors focused on the FDA’s full approval of the Pfizer vaccine. Both

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The Delta dilemma

The Delta dilemma

🕔11:58, 6.Sep 2021

Asset Allocation Monthly: During August, investor edginess increased. Financial markets partly reflected this with a decline in equities and commodities, a fall in long-term bond yields, and a rise in the US dollar. Expectations about the US Federal Reserve’s monetary

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Identifying attractive cities for UK office investing

Identifying attractive cities for UK office investing

🕔11:04, 6.Sep 2021

Property investors are examining the emerging “new normal” as input into capital deployment plans for the months ahead. If history is a guide, the UK will capture a lion’s share of planned investment because its defining features remain extremely attractive

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china and the US move apart

china and the US move apart

🕔10:26, 6.Sep 2021

A more complex relationship with a global impact 1 / It started with a trade war… 2 / …and has shifted to technology and human rights 3 / Regional political relations are becoming more complicated, too 4 / The battle

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ETFs in EM local debt: Do they work?

ETFs in EM local debt: Do they work?

🕔08:34, 6.Sep 2021

In recent years we’ve seen a surge of interest in exchange traded funds (ETFs) as a cost efficient and effective way to try and replicate market index performance. But are ETFs as effective as investors think? As part of our

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