Bob Jolly

Head of Global Macro Strategy

Highlight

Markets

05DEC 2018

Outlook 2019: Global bonds

The storm clouds are gathering for fixed income investors who may soon have to leave behind the quiet life which they have become accustomed to since 2008.

Markets

06DEC 2017

2016

DECEMBER

08DEC 2016

Markets

Outlook 2017: Global bonds

It could be another rollercoaster ride for bonds in 2017, when we expect to adopt a more opportunistic investment strategy.

APRIL

15APR 2016

Markets

Is monetisation the only ammo left in the BoJ’s arsenal?

Ahead of the Bank of Japan's (BoJ) next meeting, we believe that monetisation is fast becoming the only option left to ensure Japan's economy doesn’t enter another lost decade.

2015

NOVEMBER

25NOV 2015

Markets

Outlook 2016: Global Bonds

Bond markets will likely remain unsettled in 2016 as central banks' increasing concerns over market reaction to their policy decisions leave them fallible to policy error, and a trading environment better suited to smaller, tactical trades.