For Your Interest
The second quarter of 2014 saw somewhat calmer global and local fixed-income markets, but this looks transitory to us as uncertainty remains high.
This is a central theme of this edition of For your Interest and our thoughts around some of the realities facing fixed-income investors will hopefully convey the unprecedented investment backdrop we currently face. Volatility, by definition, is two-way and it is possible to make cohesive arguments for being drawn to fixed-income asset classes, or shunning them totally, at present. Read more >