U.S. Treasury bonds are not likely to repeat their spectacular performance as income-producing risk reducers in portfolios of the past four decades. While bonds still have an important role to play in some settings (e.g., liability hedging for retirement plans), we believe investors should look at alternatives for diversification, including inflation-protected securities, gold, defensive currencies and stocks and option protection.
We believe that the Norwegian krone and the New Zealand dollar stand to benefit from how their governments have handled the coronavirus, whereas the appeal of the U.S. dollar may wane due to high infection rates.
With Brexit day finally here, the focus turns to trade negotiations between the UK and the EU.
Once upon a time—of all the good days in the year, on Christmas Eve—old Ebenezer Scrooge sat busy in his counting-house. Rise from your bed, O Investor and hear first from our very own Ghosts of Investing Past, Present and Yet to Come.
While the election outcome was quickly reflected in the pound exchange rate, the direction from here depends on what kind of relationship Boris Johnson really (really) wants to have with the EU. Find out more from our currency expert.
Currency Strategist Van Luu shows how thoughtful management of currency risks and opportunities may help reach investing objectives, despite the low return environment.
Emerging Markets rebound after post-election "Trump slump," indicating that Trump’s economic policies may benefit some emerging markets countries and assets.