Sky-high equity valuations and near historic low yields in fixed income has left fund managers looking elsewhere for returns.
There is more than just inflation behind the recent, substantial rise in US interest rates. This may well prove to be a real inflection point.
Default would wipe out $15trn in household wealth
Congress must raise debt ceiling
Kansas City Fed conference underway
Global Emerging Markets Bond Award
Macro scenarios set to work in sector's favour
Aiming for continuity following Macdonald's exit