Tags: Bonds

Global bonds and other woes

REPORT - November 21, 2018

Global economic growth has peaked almost everywhere. This cancels most of our long-term fixed income shorts, with the exception of…

The devil’s advocate

REPORT - February 8, 2018

We believe that the major global determinants of secular inflation (globalisation, technology, demography) will continue to hold price growth down.…

In the Media