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Morningstar

June 14, 2019

Are High-Yield Bonds Necessary?

Practically speaking, high-yield bonds are hybrid securities. As with investment-grade bonds, high-yield bonds pay income while also offering some default protection (albeit not as much as investment-grade bonds).

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BMO Global Asset Management

June 13, 2019

A Global Economy Far From “Normal”

Election fever hit India and Australia in May. The former, the largest democratic election in the world, resulted in a comfortable win for the incumbent – Narendra Modi and his Hindu Nationalist Party (Bharatiya Janata Party). Mr. Modi comes from a humble background and this appears to have resonated with millions of voters aspiring to a similar uplift in fortunes.

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PIMCO

June 12, 2019

Interest Rate Outlook: Fed Evaluating Risks to U.S. Economy

As U.S. Federal Reserve officials enter the communications blackout period ahead of the June 18–19 FOMC (Federal Open Market Committee) meeting, bond markets are pricing in a modest chance (roughly 12%) that the Fed will cut interest rates by 25 basis points in June, and a much higher (roughly 88%) chance of a cut by the subsequent meeting in late July (source: Bloomberg as of 10 June 2019).

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KraneShares Advisors

June 11, 2019

China Last Night – Multiple Catalysts as Mainland Volumes Surge

The State Council announced local governments will be allowed to issue bonds to fund infrastructure projects such as railway, highway and energy projects. This activity had been curtailed as tax cuts limited funds available. Infrastructure related names had a very strong day on the news as brokers estimate it could raise GDP by 20 to 50bps. Policy makers willingness to support the economy was broadly seen as a positive by the market as it should be!

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Finimize

May 31, 2019

Bonds Take A Turn

The gap between what long- and short-term government bonds pay investors has inverted more widely, potentially portending impending recession.Yields on long-term government bonds around the world are at their lowest levels in years.

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BMO Global Asset Management

May 30, 2019

Preaching Patience with Risk Assets

Markets just got a wake-up call on trade that interrupted their pleasant dreams of recovery from late last year. Aggressive U.S.-China negotiations have now escalated to an outright trade war, with significant tariff levies on both sides, and more threatened. Reports of Chinese flexibility on technology transfer and intellectual property violations have given way to accusations of U.S. “blackmail,” vows to never give ground on China’s “core interests,” and greater importance placed on bilateral deals with Europe.

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WisdomTree

May 30, 2019

Platform Businesses: What They Are and Why Own Them

On last week’s episode of the “Behind the Markets” podcast, I was joined by Alex Moazed, Founder and CEO of Applico, and Rafi Aviav, head of WisdomTree Europe’s Product Development team, for a discussion on platform businesses. Moazed described platforms as companies that do not own the means of production but rather the means of connection.

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Smartkarma

May 23, 2019

Exchanges Redefine Their Role as More Than Just Listing Boards

Choosing an exchange on which to list might be one of the most important decisions a company will ever make.The reasons underpinning this may vary from one company to another but some common denominators remain. Among them, metrics like Average Daily Trading Volume, which serve as a reliable indicator of market liquidity.Liquid boards make it easy to buy and sell securities. As such, they tend to carry greater investor appeal. This might explain, at least in part, why some companies choose to list on foreign exchanges instead of those in their home markets.

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Finimize

May 23, 2019

Saudi Aramco’s Got Gas

On Wednesday, crude oil producer Saudi Aramco – the world’s most profitable company – inked a deal with American firm Sempra Energy to expand into the increasingly popular liquefied natural gas (LNG) market.

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