ASSET markets rebounded strongly in the first half of 2019, following a poor 2018. Global equities led the way, rising more than 10 per cent, but bonds (particularly riskier bonds) also performed...

EVERYWHERE, it seems, the world has been steeped in turbulence and strife, and that might seem to be the perfect setting for a major rally in gold, long considered an investment haven.

FOR all his years preaching to a world of finance where quant investing is a religion, Patrick Houweling inspired few believers. Suddenly, he has got a flock.

CONVENTIONAL wisdom has it that we are nearing the end of the party as far as the current cycle goes. Asset returns have been strong since the financial crisis. On the surface, this would suggest...

TECHNOLOGY is quickly becoming the most significant area of competition in the US-China rivalry. How the tech war interacts with the ongoing trade dispute is the key question. Will a trade deal...

TO understand market psychology these days, just follow the money.

THE US high-yield bond market is looking a little more environmentally friendly after the first green bond issuance in more than two years.

WITH the world economy emerging from a growth scare in the fourth quarter of 2018, we were confident that the US and global economies were steadily recovering and not headed towards a recession....

BOND strategists are almost unanimous about the outlook for global yield curves: The risk is a one-sided trade.

ROCKED by trade disputes, the possibility of a US recession and the ever-present threat of political conflagration, the backdrop for emerging and frontier markets has rarely seemed less settled....