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Showing 11 - 20 of 69 results for "US bonds"

Obamacare one, Trump nil

BENJAMIN ONG  |  MONDAY, 27 MAR 2017
... nine basis points to 2.4% and inflation expectations - measured by the difference between the nominal yield on 10-year US bonds and 10-year TIPS (treasury inflation-protected securities) fell below 2.0%. No more reflation? Likewise, the US dollar index ...

Asset manager profits under pressure

ALEX BURKE  |  MONDAY, 6 FEB 2017
... more nuanced approach is required: Anderson's example was a mix of factor-tilted equities (47.5%), index equities (15%), US bonds (17.5%), private equity (10%), emerging market bonds (10%) and high-yield bonds (10%). This portfolio carried a higher standard ...

Asset management more complex than ever

ALEX BURKE  |  THURSDAY, 2 FEB 2017
... more nuanced approach is required: Anderson's example was a mix of factor-tilted equities (47.5%), index equities (15%), US bonds (17.5%), private equity (10%), emerging market bonds (10%) and high-yield bonds (10%). This portfolio also carried a higher ...

The good and the bad in the Fed rate hike

BENJAMIN ONG  |  THURSDAY, 15 DEC 2016
... markets widely expected the Fed's decision, US equities sold (the S&P 500 index lost 0.8% on the day) on the news but US bonds continued to sell-off (the yield on 10-year US Treasuries increased by a full 10 basis points to 2.57%). The Euro Stoxx-50 ...

Trump protectionism protects not the emerging markets

BENJAMIN ONG  |  MONDAY, 28 NOV 2016
... since Donald's presidential election victory - the US dollar index has risen by 3.7% since the win and yields on 10-year US bonds have risen by 50 basis points over the same period to 2.36% (and by nine basis points since the start of the year when the ...

Christmas in September

BENJAMIN ONG  |  THURSDAY, 22 SEP 2016
... Santa Yellen's Xmas gift cheered Wall Street though -- the S&P 500 index closed 1.1% higher and the yield on 10-year US bonds down 4 bps to 1.65% on the day. Let's hear it from Santa Janet: "So why didn't we raise the federal funds rate at today's meeting? ...

Negative rates can generate positive returns

DARREN SNYDER  |  TUESDAY, 6 SEP 2016
... that have negative yields as part of large a fixed income duration portfolio. The fund is concentrated in Australian and US bonds, and even with yields low, some countries are still seen as having diversifying properties. Lillicrap said QSuper's large ...

Gold's no longer gold

BENJAMIN ONG  |  TUESDAY, 21 JUL 2015
... to around 1.66% of total reserves from 1.53% in 2009. Explanation three. Low interest rates offer no incentive to hold US bonds. Sure, there is no interest payment attached to gold, but it also does not contain the prospect of a fall in capital value ...

Bond bears out of hibernation

BENJAMIN ONG  |  THURSDAY, 7 MAY 2015
... calculate the bond prices that correspond to particular yields. My Facstet service shows that investors who invested in US bonds at the start of this year have lost 2.9% to date; those who bought euro tenners are down 4.9%; those who purchased JGBs and ...

Sinking emerging markets

BENJAMIN ONG  |  TUESDAY, 11 JUN 2013
... US dollar's climb. Unhedged, investors could be hit by a double whammy of widening interest rate spread (relative to US bonds) and depreciating emerging market currencies. The same holds true for emerging equity markets. The MSCI emerging market index ...