03/10/2023
After falling at the start of 2023, fixed income yields have been climbing again, reflecting worries over inflation and the potential for further monetary tightening.
03/10/2023
Investors are being lured back onto the dance floor by the siren song of Fomo, just when the music could be about to stop, writes Ruffer fund manager Duncan MacInnes.
03/09/2023
In 2022 both equities and bonds fell in tandem, raising questions about the function of these assets within portfolios and their correlation. Should historic approaches to portfolio construction now be reconsidered?