30-year gilt yields hit 27-year high
While 10-year gilts reached 2008 levels, causing concern over the state of public finances
Analysis
-
-
Lipper’s John: US equity investors buck the active-to-passive trend
Of £21.3bn of UK investors’ money in US equity funds, only £167m has gone to trackers in the last year
-
The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive
-
How do asset managers logistically prepare for major events?
After a record year of elections, how do asset managers prepare for the inevitable wave of client requests in the wake of major events?
-
The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
-
Is the gold price rally about to end?
The asset class has been hit by uncertainty, despite performing well for the majority of 2024
-
Dimensional’s Dai: Indices not as passive as they appear
Trading as an index rebalances is ‘like buying roses on Valentine’s Day’, Dimensional’s Dai says
-
Analysis: Is the end of the magnificent seven nigh?
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks
-
Will Trump’s return to the White House derail the green agenda?
The iShares Clean Energy ETF, a barometer for sentiment in the sector, has already dropped over 10% since former president’s re-election
-
Will bond yields stay higher for longer?
Rising likelihood of ‘higher for longer’ rates could make income assets more appealing
-
Demystifying credit: CVC Income & Growth’s Pieter Staelens on asset class misperceptions
Pieter Staelens discussses why investors still have misperceptions around credit following the GFC
-
How will Trump’s tariffs impact markets?
Imposing taxes on all US imports could trigger a trade war that upheaves global market dynamics and re-fuels inflation