How changing markets require investors to think and act differently

Adjusting to an uncertain future

The succession of two major crises (the Covid-19 pandemic and then Russia's war against Ukraine) could lead to major and lasting changes to the world order. In today’s Focus, we review 10 potential macroeconomic and financial trends which could shape the next decade.

Inflation risk can be mitigated by using inflation-linked bonds, cyclical assets, and high-yielding bonds with low duration

The distortions created by central banks make it dangerous to read too much into price signals

Beauty is only skin deep, as the saying goes. Francois de Bruin explains what this piece of wisdom means for yield-hungry income investors.

While inflation is expected to rise after last year’s lows, it will likely be transitory. Sunil Krishnan explores what this means for the economy, yield curves and equity markets.

New vaccines could accelerate recovery, boost cyclical sectors

Why fixed income investors should look beyond current yield levels.

T. Rowe Price’s working group explains the LIBOR transition.