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Preparing for reflation and rising rates

The global economy is entering a more reflationary environment, boosting the odds of a structural rise in interest rates. We offer thoughts from professionals across our firm on ways that investors can position themselves for these potential shifts.

 
Apr 2017
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Macro and market

Global Economic Outlook — How long can this keep going on?

Author: Robert Scherfke, PhD

After emphasising the global reflation theme throughout the past year, we think this is a good time to step back and assess some of the cyclical and structural headwinds. The world faces an uneasy mix of...

File under: Preparing for reflation and rising rates

 

Bank loans: 25 years and growing

Authors: Michael Bacevich, ...

The bank loan market turned 25 years old in January 2017. To mark the occasion, we profile the evolution of the bank loan market and then highlight the four features of the asset class that have attracted...

File under: Preparing for reflation and rising rates, Outcomes-focused fixed income investing, The search for income and return

 
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The renewed case for absolute return fixed income: from challenges to...

Authors: Paul Skinner, ...

Absolute return fixed income strategies, designed to be opportunistic and capable of performing in both up and down markets, gained the attention and support of investors after the global financial crisis....

File under: Preparing for reflation and rising rates, Outcomes-focused fixed income investing

 
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Equity long/short funds: are the good times gone or does skill still matter?

Author: Matthew Scales, CFA

Since the Global Financial Crisis (GFC), the world has been awash in liquidity. The prolonged and unprecedented use of monetary stimulus has stabilised growth, returned major developed markets to full...

File under: Preparing for reflation and rising rates