We expect that the US dollar’s strength should fade in 2019 as the pace of US rate hikes begins to slow, which will ease the pressure on Asian bonds next year.
The securitised sector offers respite from overcrowded corporate credit markets and inefficiencies continue to create opportunities.
As stock markets fell in October, bond yields rose – bucking a long term trend. This has significant implications for how investors look at diversification.
Quickview: Latest data paints a rosy picture for US employment and wage growth, and supports the case for a further rate hike in December.
There remains much uncertainty as negotiations between the UK and EU enter a crucial stage. Sue Noffke, UK equities fund manager, provides some clarity for investors.