Asset allocation

Commentaries, podcasts and analysis

Silence the noise by going thematic

Silence the noise by going thematic

Theme investing helps to navigate through capital market complexity ...
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Beware cliff edge

Beware cliff edge

February readings of global and Chinese manufacturing purchasing managers’ indices showed a ...
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Yield curve inverts again despite 2019 cuts

Yield curve inverts again despite 2019 cuts

Although a series of late summer rate cuts succeeded in un-inverting the ...
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Why the City needs a global Britain

Why the City needs a global Britain

The UK's financial system, like those in other countries, intermediates national savings ...
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Fed balance sheet still overwhelmingly long term

Fed balance sheet still overwhelmingly long term

Despite the Federal Reserve’s most recent bout of short-term asset purchases, the ...
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Central bank digital currencies and cross-border payments efficiency

Central bank digital currencies and cross-border payments efficiency

Over the past two decades, domestic retail payments in economies across the ...
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2020: Political and economic threats on the rise

2020: Political and economic threats on the rise

OMFIF advisers and economists make their predictions for the year to come ...
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‘Free money’ could spark crisis

‘Free money’ could spark crisis

Goods and services markets disconnected from asset markets ...
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China setting records in dollar bond market

China setting records in dollar bond market

Despite audacious plans to internationalise the renminbi, China and its companies have ...
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Global investors return to US government issues

Global investors return to US government issues

Foreign demand for US Treasuries has awakened from a long slumber, as ...
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Italian banks taking advantage of ECB tiering system

Italian banks taking advantage of ECB tiering system

Italian banks have been taking advantage of the European Central Bank’s new ...
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Euro-debt issuance rising in prominence

Euro-debt issuance rising in prominence

Cheap European funding market promoting 'reverse Yankee' bonds ...
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Asset allocation

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