Fasten seatbelt sign goes on in early September
Global asset markets hit a speed bump coming into August. They hit another during the first week of September as the tires on the investment cases...
Bond Fund Flows
All goldilocks and no bears in late August
The Paris Summer Olympics ended with the US and China occupying first and second position in the medal standings. They occupied the same positions...
Webinar: Central Banks in the Spotlight – The Fed and Bank of Japan Consider Momentous Policy Choices
As we head into September’s next round of central bank meetings, all eyes will be on the Federal Reserve and the Bank of Japan.
Positioning for the US rate cut bounce
With only a few key data points standing between now and the Federal Reserve’s September meeting, expectations of a first cut in US interest rates...
Investors back in the pre-correction saddle
Two weeks after global markets corrected sharply, fund flows have regained much of their previous shape.
Equity investors see the opportunities, fixed income investors the risks
August started with a major market correction triggered by shifting dynamics in the yen carry trade and some mediocre US labor market data. On...