In the second of a three-part series focusing on how to potentially get returns in today’s bull market while protecting against the downside—running with the bulls without getting trampled, as we like to say—Global CIO Jeff Hussey explains why we view a dynamic portfolio management investing approach as mission-critical.
Throughout the year we ask bond and currency managers to consider valuations, expectations and outlooks for the coming months. Today, we’ve put the spotlight on U.S. rates and inflation expectations, credit markets and casualties from rising U.S. interest rates.
The breakdown of Italy’s proposed coalition government led to soaring Italian government bond yields and queries about what’s next for the eurozone’s third-largest economy. Today, Wouter Sturkenboom, senior investment strategist, updates his views in light of recent developments.