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...
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?
6th Dec 2018
Investec | Risks: Part 1
If bond yields move higher, is this the first domino to go?
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...
17th Aug 2017
M&G Investments | BVTV: Have bonds and equities decoupled, and can both be right?
This week, Ritu Vohora, investment director in M&G’s equities team, joined me on the BVTV sofa to discuss the curious case of the de-correlation between equities and bond yields.
7th Aug 2017
Schroders | Multi-Asset 2016 outlook with Aymeric Forest
2015 has been a challenging year for asset prices; however, following large swings in government bond yields and the recent stockmarket sell-off, many income sources are offering attractive yields aga...
7th Dec 2015
Tue, 2nd, Feb
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