More taper talk boosts Treasury yields

More taper talk boosts Treasury yields

🕔16:05, 2.Nov 2021

U.S. Treasury yields rose last week and the yield curve flattened amid positive economic data and further signals from Federal Reserve Chair Jerome Powell of a taper announcement at the November meeting. The market now prices two full rate hikes

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Currency Market Commentary – September 2021

Currency Market Commentary – September 2021

🕔14:01, 2.Nov 2021

Currency markets are caught in the crosswinds of slower growth, higher yields/inflation and higher equity market volatility with USD as the clear beneficiary of these forces. Softer growth and shaky equity markets tend to benefit the traditional safe haven currencies

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Allocating to Thematic Investments

Allocating to Thematic Investments

🕔12:22, 2.Nov 2021

An investment rationale for institutional investors: In this paper we introduce the notion of themes as an additional investment dimension beyond asset classes, regions, sectors and styles, and we propose a framework for allocations at a strategic asset allocation level.

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China: Riding the green wave

China: Riding the green wave

🕔08:55, 2.Nov 2021

After a year of tepid primary issuance – held back by the global pandemic – activity in the Chinese green bond market came roaring back in 2021. The supply of new bonds jumped to a record of $60.7bn year-to-date, crowning

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