Investments

Bonds: no longer the go to asset class for diversification

Bonds used to be the go-to asset class to diversify portfolios but record low yields, and in some countries negative yields, have forced asset managers to rethink the script and turn to an asset class whose time may have come.

A business-as-usual approach to growth and structural reform isn’t going to cut the mustard

Is the punchbowl half full or half empty?

Former US Federal Reserve Chair William McChesney Martin famously said that the job of the central bank is to take away the punchbowl just as the party gets going.

The evolution of private markets