A Long Time in Finance: an audience with the bond market’s Wyatt Earp
Neil and Jonathan speak to Jim Leaviss, one of Britain’s best known bond fund managers, about the huge bull market in bonds.
Neil and Jonathan speak to Jim Leaviss, one of Britain’s best known bond fund managers, about the huge bull market in bonds.
Risk asset markets and bonds are bullish about the prospect of rates imminently heading south.
When central bankers tell us that they are “watching the data”, it means that they have no idea what to do next.
Among developed markets, the star performer has been Japan, long the Cinderella of the global equity market.
An exodus of our wealthiest is a sure sign that all is not well with a nation.
To John Maynard Keynes, the sequence of economic growth and contraction go together like a horse and carriage.
If productivity trends in both the private and public sectors cannot be turned around, there will be a 10 per cent of GDP black hole in public finances.
The exceptional forces that once drove interest rates to record lows are dissipating.
We used to worry that “peak oil” meant that we were running out of the stuff. This has morphed into a forecast of chronic surplus.
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