The yield curve explained: is it predicting recession?
windergate
1/23/2019
Since 1980 the yield curve has accurately predicted the last five US recessions. After nearly a decade of economic expansion,
1/23/2019
1/11/2019
Chart of the week: Things may be looking up for high-yield bonds
windergate
1/11/2019
Euro denominated high-yield bonds are starting the new year on more solid footing than they ended in 2018.
1/07/2019
Quarterly markets review - Q4 2018
windergate
1/07/2019
Highlights Global equities posted sharp declines in Q4 on persistent concerns over global trade and slowing economic growth.
12/24/2018
Financial markets 2018: the year in review
windergate
12/24/2018
After two years of steady growth in asset prices, 2018 proved more of a challenge for investors, particularly in the last three months o...
12/19/2018
Why 2019 might be a better year for investors
windergate
12/19/2018
2018 has been a disappointing year for most investors. Almost all markets, both stocks and bonds, have fallen in value this year,
12/18/2018
Fixed Income: A few opportunities left
windergate
12/18/2018
U.S. Treasuries and liquid MBS look interesting, especially at the short end of the U.S. yield curve We are more cautious on European g...
12/13/2018
Outlook 2019: Global credit
windergate
12/13/2018
With the removal of extraordinary central bank support measures, 2019 looks set to be a transitional year, not just for corporate bonds ...
12/06/2018
Monthly markets review - November 2018
windergate
12/06/2018
Highlights After October’s sharp falls, global equity markets regained some of their poise to post modest gains in November. Governmen...
12/05/2018
Investment traffic lights - 05 December 2018
windergate
12/05/2018
Market overview So now December has to fix it. After October pushed the total returns of most markets deep into the red for
Outlook 2019: Global bonds
windergate
12/05/2018
The post-2008 low volatility sea of tranquillity is being disrupted by monetary policy adjustments and geopolitical factors We see a mi...
11/02/2018
Investment traffic lights - 02 November 2018
windergate
11/02/2018
Market overview October has once again lived up to its reputation as the most volatile month. To the disappointment of investors, ...
Monthly markets review - October 2018
windergate
11/02/2018
Highlights October saw the sharpest one-month decline for global equities since May 2012. Bond markets reflected the risk-off market s...
10/04/2018
Quarterly markets review - Q3 2018
windergate
10/04/2018
Highlights Global equities made gains in Q3, primarily due to US market strength. Political uncertainty and trade concerns weighed on ...
9/26/2018
Five charts that explain the case for emerging markets
windergate
9/26/2018
Investors generally understand the importance of emerging markets in terms of their economic impact but, perhaps due to lack of
9/06/2018
Monthly markets review - August 2018
windergate
9/06/2018
Highlights Global equities, as measured by the MSCI World index, gained in August but there were significant regional differences amid...
7/20/2018
Let's make finance sustainable
windergate
7/20/2018
The asset-management industry plays many roles. An increasingly important one is contributing to the greening of the financial system. T...
7/19/2018
Dollar pros and cons
windergate
7/19/2018
Are foreign-exchange (forex) traders the most far-sighted players in the capital market? Can the almost $5 trillion traded in and out of...
A never-ending late cycle
windergate
7/19/2018
Despite the political risks, the economy is still barreling along, and we are cautiously optimistic At times there is a very fine line...
Goodbye Goldilocks
windergate
7/19/2018
However, selective opportunities remain, including short-duration credit in dollars (across the board) and high yield in euros What a ...
7/05/2018
Quarterly markets review - Q2 2018
windergate
7/05/2018
- Global equities made gains in a volatile quarter, as resilient economic and earnings data vied with an unsettling geopolitical backdro...
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