Market Insights

Market Insights / Articles

21 January 2022

Bond markets could be pricing in too many hikes

The yield on 10-year Treasuries just struck a 2-year high and Fed funds futures are pricing a near certainty that the Fed hikes in March with more to follow from the Fed and other central banks in 2022. Is that too much?

Bonds ・ Macro

26 November 2021

Jerome Powell’s 2nd term: Fade the Hawks?

The reappointment of Fed Chair Jerome Powell sparked some unexpected volatility across markets, led by a jump in Treasury yields. But should we really expect Jay to be that hawkish?

Stocks ・ Bonds ・ Asset Allocation

6 October 2021

Did September kill the 60/40 portfolio? – Asset Allocation

While investing 60% in equities and 40% in bonds was a safe play for decades, this strategy has faced some obstacles in recent weeks. But should we forget decades of results or just hold steady and look through the noise? Are there ways to ...

Bonds ・ Asia ・ Markets

31 March 2021

Chinese bonds find new acceptance in all 3 world bond indices

China is starting to compete for foreign capital inflows. With high quality bonds, other nation’s debt might lose their shine. Napoleon was right: China is awakening, and the world trembles.

Stocks ・ Bonds ・ Macro ・ Markets

25 February 2021

Rising bond yields, slowing stock momentum: what to do?

As bond yields are soaring, momentum on stock prices is slowing down. Is this the end of the party? While the situation may look grim, we ought to have a closer look at it to see that things might not be as bad as they seem.

Bonds ・ ESG ・ Investing

5 January 2021

Green bonds are the new cool: a glimpse into 2021

Green bonds are seeing an increasing popularity and investors should be ready for their arrival as policymakers are looking for ways to kick off a sustainable Corona recovery. So what are green bonds ?

21 September 2020

Stocks ・ Bonds ・ Commodities ・

21 September 2020

Risk-off & Tesla’s Battery Day

For the day ahead, I’ll be watching investor reaction to yesterday’s big risk-off day across markets, Tesla’s so-called ‘Battery day’ and the testimony from Fed Chair Jay Powell.

10 September 2020

Bonds ・ Macro ・

10 September 2020

ECB Preview & Peloton earnings

Today's big event is the ECB meeting but there’s also weekly jobless claims and oil inventories data as well as earnings from Oracle and Peloton.

Stocks ・ Bonds ・

4 September 2020

Learn about "Lazy investing" and the Scott Burns “Couch Potato Portfolio”

Scott Burns investment approach can be summarized in 2 words: simplicity and low cost. And guess what? It worked! Over the last 10 years, the portfolio obtained an annualized return of 9.41% with limited drawdown*.

Bonds ・

1 September 2020

Learn about the next big short for hedge funds: the debt of empty US Hotels

After betting against America’s malls, hedge funds are shifting their attention to another distressed asset – the debt of empty hotels.

Bonds ・ Macro

14 August 2020

US Treasury: the moment of truth?

On Thursday, the US government faced lacklustre demand for its latest record auction of long-dated Treasury bonds, marking one of its first mis-steps in funding historic spending packages passed by US legislators since March. In this post, we ...

12 August 2020

Stocks ・ Bonds ・

12 August 2020

NetEase earnings, jobless claims & debt auctions

Looking at the day ahead I’m watching earnings from NetEase and TUI - as well as US jobless claims and the third big day of US debt auctions.

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