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Investment Research from our Asset Manager Members

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Japan, the steep climb that’s about to flatten out

The yield curve in Japan is reaching intriguing levels. The Bank of Japan (BoJ) has remained resolute, maintaining an ultra-accommodative monetary policy in a world aggressively hiking interest rates to stem inflation.

Robert Burrows
M&G Investments,  Bond Vigilantes, 1 February 2024

Mind the gap: The value case for global small and mid caps

Jonas Edholm: Mind the gap: The value case for global small and mid caps

Jonas Edholm
Skagen, 18 January 2024

The Carousel of Confusion

What’s more, if you’d taken a 12 month sabbatical through 2023, spent on a desert island listening to the Smiths and the Velvet Underground, then upon firing up your Bloomberg on New Year’s Day, what would be most surprising of all, is that none of this uncertainty is visible in markets.

David Knee
M&G Investments,  Bond Vigilantes, 11 January 2024

Three important insights from 2023

A focus on bond yields, the Magnificent 7, and the Fed pivot

Tim Murray, Capital Markets Strategist, Multi‑Asset Division
T. Rowe Price,  January 2024

An overview and summary of market outlooks from leading financial institutions

Every year, the largest banks, asset managers and consulting firms publish their economic and market outlooks for the following year, highlighting key topics, trends, opportunities and areas of concerns. For the first time, we have used ChatGPT to skim-read through and summarize 48 of these outlook presentations and built a database, containing the various opinions expressed in the the areas that are traditionally of interest to our clients and us.

Amadeus Capital, January 5, 2024

Growing pains – but do we already have the solution?

Demographic changes are set to have a significant impact on the world economy in the coming decades, as we have discussed on a number of occasions.

Jack Ridge
M&G Investments,  Bond Vigilantes, 24 November 2023

Japan Market Outlook

Economic momentum and growth supportive policies underpin Japan’s renaissance

Aadish Kumar, International Economist
T. Rowe Price,  December 2023

The Debt Reaper

Governments have traditionally argued that as long as debt remains manageable and serviceable without difficulty, there’s little cause for concern. While this notion holds some truth, the reality is that recent growth has largely been fueled by an insurmountable increase in debt.

Robert Burrows
M&G Investments,  Bond Vigilantes, 14 November 2023

Are US Stocks Worth the Price?

The Magnificent 7 have distorted US equity valuations

Tim Murray, Capital Markets Analyst
T. Rowe Price,  Investment Insights, November 2023

High yield maturity walls are steep, but not unclimbable

We are now 18 months into the Fed’s tightening cycle and many market participants, including us, have been surprised by the resilience of credit spreads, particularly in the high yield (HY) market where the option-adjusted spread for the Global HY index has dipped to the low 400s (bps), one of the tightest levels of post Global Financial Crisis observations.

Ana Gil
M&G Investments,  Bond Vigilantes, 9 October 2023
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