MARKETS
What's driving the rise in bond yields?
Rising term premia has driven the increase in global bond yields.
Liquid alternatives have come back to earth, so what's next?
Funds that can exploit both rising and falling markets tend to stand out...
Top three emerging market themes
Carry, duration and spreads are all key emerging market themes.
Looking further afield for impact: three case studies
Deep, fundamental analysis can really pay off.
Is now an attractive entry point for Chinese assets?
The answer depends on your time horizon.
What could an escalation in the Middle East mean for central banks?
Any escalation in the Middle East could push oil prices higher, drag on...
US to outpace peers again as global economy set to outperform
Economists predict strong income growth amid cooling inflation and a robust...
Why the "high for longer" narrative is flawed
Central banks will likely ease sooner than expected.
The fairytale of a soft landing
The consensus view toward a mild downturn looks misplaced.
Never mind the naysayers, the dollar is untouchable
The greenback’s role as the world’s foremost reserve currency is unlikely...
Russian LNG undermines the EU's energy security
There is opportunity for U.S. LNG to fill the gap.
Why have bond yields continued to rise?
Four reasons why yields have defied falling inflation.
