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Rates Outlook: Tricky Relative Value Amid Geopolitics

Eastspring’s Multi Asset Portfolio Solutions team remains tactically constructive on global equities, favouring the US over Europe, but with clear restraint amid unresolved tensions. On fixed income, the team is neutral…

Climate

Bonds in Your Portfolio: Why Ditching Them Is the Wrong Move

Lately, it seems like you can’t open a financial publication without stumbling across another article declaring the 60/40 portfolio dead. The pitch is everywhere: bonds are broken, the old rules no longer apply, and inv…

Climate

The Bond Market Is Sending Gold a Debt Warning

In today’s update: US fiscal pressure and gold prices are moving in lockstep today — with the Fed frozen at 3.50–3.75%, Treasury’s own debt buyers flagging a $1.3 trillion shortfall, and services inflation stuck at a fo…

Climate

Market Optimism Helps Hawkish Bias

Gold is recouping losses above $4,300 in Thursday’s Asian session as the dust settles in the aftermath of the US Federal Reserve (Fed) monetary policy decision and the signing of the US-Iran peace deal.

Climate

Rates Are Seeking New Levels to Settle

This briefing examines international students in the UK. It presents statistics on their numbers, characteristics, economic impact, what they do after their studies, and how many settle in the UK.