Upgrading our view on bonds

Upgrading our view on bonds

Government bonds have had an extremely difficult start to the year. Inflation has surged around the world. Developed market central banks have been forced to hike rates. Markets have priced in aggressive further rate hikes over 2022. Longer-dated government bond...
Perspectives on cryptocurrency

Perspectives on cryptocurrency

Cryptocurrencies had a challenging start to May. Terra Luna, a stable coin that had been among the largest market cap currencies, collapsed in May. The currency was pegged to the USD, but rapidly lost the peg to fall to less than $0.001 by 13 May. The collapse has...
Rate hikes on the horizon

Rate hikes on the horizon

Global bonds have faced terrible start to the year. The 6.2% decline in the Bloomberg Global Agg index is the worst start to the year since we have data from the early 1990s. And it is the third worst quarter on record since then. In Australia, the broad Australian...