The Role of Private Alternatives in Hedging Inflation
UK Commercial Real Estate: High Yield Needn’t Mean High Risk
With 10-year UK Government bonds (“Gilts”) and US Treasury Bonds offering 0.8% and 1.6% respectively at the time of writing and the FTSE 100 Index offering an aggregated dividend yield of 3.8% as at 31st December 2020, what is a fair yield for core UK real estate?
Is the Bond Market Getting Ahead of Itself?
The shape of the yield curve has changed significantly over the past six months.
This Time, It’s Different
Moving into 2021 as a mindful bond investor.
A Strategy for all Seasons
While it may not be as clear as leaves falling off trees in Fall, seasonality still exists in the bond market.
Life vs Livelihood: Hobson’s Choice for Emerging Markets
In the wake of COVID-19, which of the worlds’s economies will be first to return to normalcy? Anindya Chatterjee, Senior Vice President and Lead Portfolio Manager, provides a perspective.