Asset allocation video – Ebb and flow
The ebb and flow of US market interest rates, inflation expectations and the future level of policy rates are currently...
Bond investors beware – US rates may rise sooner than thought
US bond markets have begun pricing in higher interest rates, specifically two 25 basis point (bp) increases in the benchmark...
Market weekly – Time for US bond investors to shift to greater flexibility (podcast)
The outlook for US interest rates is shifting towards a normalisation of central bank policy now that the economic recovery...