Rising interest rates make bond investors nervous. But purging your portfolio of interest-rate risk can backfire—even in a rising-rate environment. There’s a better way to balance risk and return.
A bottom-up look at major industries around the world reveals significant potential for productivity growth.
Inflation may be starting to develop in the U.S., which has significant implications for the High Yield bond market. As inflation takes hold, the Fed’s normal response is to raise policy interest rates to prevent inflation from spiking higher. So what does a period of rising rates mean for High Yield bonds?
The new US administration’s immigration policy may have angered some technology-sector executives, but the Trump administration has signaled an intention to put technology at the heart of its economic roadmap.
With the US stock market roaring ahead to close 2016 on a high note, the question for many investors is whether the momentum can be sustained.
Matthew Beesley, Head of Global Equities, believes that the impact of technology and an ageing population are likely to be the key themes shaping global equity markets in 2017, while the incoming US President’s planned shift to fiscal stimulus should be supportive for global equities.