Investment analysis for yield and duration-focused investors
US Treasuries sold off sharply in the third quarter of 2026, with persistent inflation, a resilient labour market, and a hawkish Federal Reserve driving yields materially higher.
The Federal Reserve (Fed) held rates steady at 3.75–4.00%, even as markets price in more tightening amid persistent inflation. Sharp commodity moves and mixed growth signals are making the Fed's ob...
Chief UK economist, Vasileios Gkionakis, gives his initial reaction to Chancellor John Healey’s budget
Learn what higher-for-longer interest rates mean for cap rates, pricing and CRE investment strategy.
The Federal Reserve decided to wait for more data rather than raise rates at its October meeting. Two policymakers dissented, favoring a rate hike of a quarter percentage point.
Artificial Intelligence (AI) investment is challenging the traditional link between interest rates and equity markets. Explore what this shift means for valuations, volatility and diversification.
Following a challenging third quarter for fixed income markets, rising Treasury yields, persistent inflation and shifting Federal Reserve expectations continue to shape the outlook. Learn more abou...
The Bank of Canada raised its overnight rate target by 25 basis points to 2.50%, its first hike since July 2023.
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