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Markets might have got their interest rate outlook wrong, but the case for holding global bonds as part of a multi-asset portfolio remains as strong as ever

It is a mistake to focus on mark-to-market calculations rather than forward profitability

From inflation hedging and yield to impact goals and climate risk mitigation, investors’ expectations for infrastructure are high.

US budget deficit may mean yields stay higher for longer

Odey Asset Management; BoE; Fed; - The biggest stories from the world of investment and asset management this week