The highest debt levels on record could make gold a better safety net than bonds, according to these fund managers.
Tag: Rathbones
Is an equity-bond market correlation ‘the new normal’?
Equities and bonds moving in ‘virtual lockstep’ over the last year has ‘huge asset allocation implications’.
Low spreads, high inflation and rising defaults: Navigating fixed income in 2023
With spreads falling despite the recession risk, do they adequately compensate investors?
Alternatives as an inflation hedge
Exposure to commodities could mitigate risks for multi-asset managers.
China crackdown may not be a “one-off”
The market cap of offshore tech sector has plunged 30% since regulatory scrutiny was stepped up.
Bond managers fear ‘self-fuelling bear market’
The spread between the two-year and 10-year treasury is now 0.09%.
China can weather US protectionism
US rhetoric aside, there are good reasons to be optimistic about China’s growth in 2017, according to Ed Smith, asset allocation strategist at Rathbones.
