Bonds: seeking returns amid low-to-negative interest rates
Bonds: seeking returns amid low-to-negative interest rates
Award-winning fund manager Mark Nash shares his outlook for global bonds, and discusses the importance of a flexible mandate in a low-to-negative interest environment.
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Bonds: Are rate cuts coming?
Bonds: Are rate cuts coming?
Mark Nash, Huw Davies and James Novotny analyse the prospects for government bond markets as relatively low real rates and easy financial conditions underpin growth and inflation.
30.04.2024
Webcast: Easing into 2024?
Webcast: Easing into 2024?
Rate cuts this year? Inflation under control? Mark Nash, Huw Davies and James Novotny discuss the macro in this webcast.
28.03.2024
Outlook 2024: Better news for bonds but stay cautious
Outlook 2024: Better news for bonds but stay cautious
Mark Nash and Huw Davies say bond market stress has eased but expectations for rate cuts in 2024 are overly optimistic, and they argue for staying cautious.
Read time - 4 min.
07.12.2023
Higher Inflation and the dilemma for central banks
Higher Inflation and the dilemma for central banks
Mark Nash discusses the difficult choices facing central banks as inflation lingers and what it might mean for absolute return bond strategies.
Read time - 7 min.
12.10.2023