All insights
Fed Minutes and Potential Changes to Mandate
Yesterday the Fed published the minutes of their January FOMC meeting and the message regarding the economy and labour markets continues to be one of strength.
Absolute Return: Dispelling the complexity myth
This brief paper outlines our approach to absolute return, and why we think a predominantly long-only fund can offer investors the predictability and transparency that they demand through the investment cycle.
Make Way For Supply
Today marks the start of a very busy week for participants in the US Treasury market.
Silence is Golden
After a volatile fortnight in the market, we appear to be closing this week in a relatively calm manner.
6 Reasons Government Bonds Yields To Rise Further
Our base case for rates markets is a gradual shift higher, but there are reasons to consider why even our forecast is too constructive and the move higher could be more substantial.
All change for the markets, or maybe not
Following Monday’s volatility in the rates market and the subsequent “meltdown” in US equities, which saw the Dow Jones falling by more than 1,500 points intraday; yesterday had a more orderly feel to markets, and ultimately the 3 major indices in the US, the Dow Jones, S&P 500 and Nasdaq, are all still in positive territory for the year to date.