The key themes in global bond markets over the past month.
As the investment landscape shifts, investors remain dangerously concentrated in the last decade’s winners. With inflation expectations and valuations where they are, investors must adjust their return expectations or their portfolios
US budget deficit may mean yields stay higher for longer
Agility and active management needed when 'the chips are down'
There is a five-step procedure to TSR calculations
Emerging from last year battered and bruised by bonds as inflation ripped through the global economy, many investors are understandably asking whether they should continue to own them. Can bonds still fulfil their roles as diversifiers and yield generators in multi-asset portfolios?
Drawdowns in global fixed income markets should not distract investors from the crucial role that bonds can play as a volatility dampener in their portfolios, says Viktor Nossek
Investors should consider exposure to bonds as part of a diversified portfolio
€33bn above traditional UCITS bond funds
Technology allowed Collidr to adapt its investment strategies when coronavirus hit, benefiting clients