The bumpy bond road

Benchmark 10-year bond yields in the Eurozone have more than doubled since the end of April, when they reached an all-time low. Are we now simply witnessing a correction after markets overshot in the wake of the ECB’s bond-buying programme, or is this the beginning of a serious bond bear market as deflation worries have started to fade?

Be smart – only pay fees for niche managers

As markets consistently adapt to new realities, alpha is always understood as only a temporary opportunity which converts into beta once it has been exploited, according to Schuller. The core of any portfolio should be formed by passive solutions such as smart beta, he says. “Only accept to pay fees for actively managed portfolios if […]

Part of the Mark Allen Group.