Latest multi-asset & multi-strategy thinking
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Rising bond yields need not spell disaster for real assets
13 Nov. 2018
Investors will favour real asset classes offering growth potential in an environment of increasing bond yields, argues real asset analyst Vivienne Bolla.
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The Macron effect
31 May 2018
Emmanuel Macron has implemented a swathe of reforms since his election as President of France in May 2017, but further challenges lie ahead to revitalise the economy.
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Not just about duration: the benefits of a multi-factor approach to fixed income
1 May 2018
Duration is a key consideration for bond investors. But it’s far from the whole story.
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Interesting times: the advantages of active fixed income
19 Apr. 2018
Opportunity knocks for fixed income investors who are not forced to ‘hug’ market indices.
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Why investors should welcome the return of volatility
26 Mar. 2018
The unusual calm in global financial markets over the last few years is unlikely to return but investors should welcome rather than fear the prospect of higher volatility, says Peter Fitzgerald.
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The dangerous science of buckets
22 Mar. 2018
Why absolute return fixed income challenges traditional asset allocation thinking.
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What’s up with the dollar?
15 Mar. 2018
Rising US interest rates have failed to arrest a long-running decline in the dollar, now into its fourteenth month. Ahmed Behdenna looks at some of the reasons why.
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Traditional income investing to be tested in 2018
1 Feb. 2018
Traditional sources of income have had a comfortable ride in recent years, but this year is likely to prove more challenging, writes Gavin Counsell.
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