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NDR Fixed Income Allocation Strategy March 2023 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →

MI2 for C8 – The FX Year Ahead – Turning Japanese – Feb 2024

BY JON WEBB
Japan is likely to come into increasing focus this year. With bond yields now being allowed to rise as the BoJ’s Yield Curve Control experiment comes to an end, the BoJ’s roadmap to ending NIRP (if things go to plan), the multi-decade underperformance of Japanese equities still fresh in asset allocators’ minds (despite some promising upside momentum) and a chronically weak currency, (especially on a real effective, inflation-adjusted trade-weighted basis), there is plenty of potential for disruption. Read more →

C8 Weekly Bulletin: Can US Earnings Rebound as Forecast

BY SCOTT DOUGLASS
We follow-up from last week’s piece by IVI Capital on US debt dynamics, with an… Read more →
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