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Another year over – 2012 returns in fixed income markets

It’s been another massive year for the global economy. Europe saw LTROs, Greece got a haircut, sovereign downgrades and record high unemployment rates. The peripheral European nations attempted to implement austerity measures with limited success. The US re-elected President Obama and the focus quickly shifted to the upcoming fiscal cliff. In the UK, an Olympics induced bounce in growth was the…

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Jim’s outlook for 2013. Eurozone volatility, poor emerging market debt valuations and a sterling collapse. Merry Christmas!

It may not have felt like it, but 2012 has actually been a pretty good year for investors. Bond holders in particular have had a decent 12 months: the government bond bull run has continued and investment grade and high yield corporate debt appears on track to deliver some excellent returns. Major equity markets also look likely to end the year in the black.

These broad-based gains on global st…

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Singapore research trip: monetary policy, bond markets and two chickens

Anthony recently returned from a research trip to Singapore where he spoke to a number of investors. During his time in the Asian city-state, he took his Bond Vigilantes camera to share with all of us what he’s learnt about Singapore, its economy, and fixed interest markets.

Despite its small geographic size, the Singaporean economy is one of most prosperous in the world, fuelled by a strong in…

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