This US tightening cycle is different and market participants don’t get it
Strategist Russell Silberston discusses how the market is underestimating how far interest rates will rise, meaning bond yields have much further to rise (and bond prices to fall) than hitherto
Ninety One 13th May 2022
Five things to watch out for in the rest of 2021
The economic restart is well under way, with buoyant economic data emerging from most major economies. However, the world can only reopen once and we are entering the ‘post-restart’ era.
Adviser-Hub 20th Aug 2021
Global bond market review: Italian bond yields rise
Government bond yields in Italy rose sharply during February as a decline in confidence pushed up borrowing costs. Sentiment was knocked by a combination of factors...
Adviser-Hub 7th Mar 2019
The Week: Is value back for good?
It is almost a decade since value investing was in the ascendancy, yet the past couple of months have seen a snap-back for the strategy. Can it last?
Adviser-Hub 6th Dec 2018
Investec | Risks: Part 1
If bond yields move higher, is this the first domino to go?
Ninety One 13th Jul 2018
The Week: Valuations - might it be different this time?
Investors have been fretting about valuations for some time, and the recent wobbles in markets seem to endorse the fragility of current equity pricing. Stock markets look increasingly overvalued...
Adviser-Hub 17th Aug 2017
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