Central Banks of the World: Yield to the Markets!
While some may blame the past year's market volatility on China’s economic slowdown, falling commodity prices, or more recently Brexit, this paper discusses the possible culpability of overzealous monetary policy. We consider this possibility, where policies may be headed next, and why this backdrop may be good for the bond market.
Tipp Discusses If Overzealous Monetary Policy Is To Blame For Recent Market Volatility
Michael Collins, Managing Director and Senior Investment Officer, describes the unique characteristics of the current credit cycle and explains why many industries and economic sectors are moving through the cycle at different paces. (July 2016)
The Q3 Outlook takes a big-picture look at the factors that have influenced recent events and contributed to the historic decline in global yields. (July 2016)