The rise in yields of US Treasuries, which began in August, saw the 10-year yield reach 5.0% this week.  The...

US Treasury yields have now reached levels that we believe offer attractive value given that the Federal Open Market Committee...

US 10-year Treasury yields rose as high as 4.88% in the first week of October, their highest level since 2007...

US mortgage-backed securities look attractive now relative to government bonds. Headwinds in the form of, for example, rising central bank...

At the start of the final quarter of 2023, many small-cap stocks are trading at a significant discount to their...

Drug pricing reforms in the US will likely constrain growth for biopharmaceutical manufacturers, placing even greater importance on a company’s...

Divergence is a key theme in global markets now, with the manufacturing side of many economies much weaker than the...

The challenges faced by the European and US economies have been broadly similar: pandemic-related disruptions, higher inflation, and large increases...

In the last week of August, economic data has mostly surprised to the downside, resulting in a fall in interest...

Massive US government fiscal stimulus has supported household consumption and business investment, but at the cost of higher interest rates....

Gains in equity markets this year reflect an outlook where economies continue to grow despite tight monetary policy, while the...