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BlackRock Sterling Strategic Bond Fund…1-year on, have we delivered?
The BlackRock Sterling Strategic Bond Fund delivered 10.6% (net of fees) in its first year - a period when global government bond yields moved higher.
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Post US interest rate hike: reflation trade check-in
UK government bond yields have defied the reflation rhetoric and material increases in US treasury yields. Ben Edwards assesses the impact of the latest US rate hike.
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Sentiment in the US is jubilant, economically if not politically
Confidence is high in the US, but that does not mean bond investors can be complacent.
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Trump, bonds and the global re-flation trade
Will 2017 provide us with opportunities to actively manage risk in volatile markets?
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Politics and portfolio positioning
2016 looks likely to be remembered as a year in which political risk gained greater prominence in portfolio positioning. Flows into Exchange-Traded Products (ETPs) during October and in the first few days after Trump’s victory show the extent to which investors were making investment decisions around the US election.
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President-elect Trump promises tax cuts and increased spending, which could increase inflationary pressure
Although details are thin on the ground, Trump’s stance on trade, immigration and fiscal policy suggest inflation will rise in the US. To seek to protect against this risk, read our blog by Fixed Income Fund Manager Scott Thiel.
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Can Asia duck the Donald?
Inflationary pressures are bubbling under in many major economies, with important implications for fixed income allocations. It creates potential opportunities in selective inflation linked bonds; but also the need to protect against reflation, especially in US and Japan.
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Is now the promising time for Sterling Corporate Bonds?
Sterling’s corporate bond performance has defied expectations this year. The Bank of England’s mandate is designed to suppress volatility, while combatting Brexit-related political uncertainty and sterling weakness. We believe that a number of macro and political factors will also continue to support yields.
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How to negate negative yields
Negative bond yields are becoming more common, but that does not mean investors have to accept them.
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Carney announces a “comprehensive, coherent and timely package”
A cut in interest rates, a boost to the QE scheme and a new “term funding scheme” - what will that mean for investors today?