Some analysts suggest that now is an incredibly attractive entry point to invest in emerging market bonds. We look at how to do this and whether you should.
Topics covered include:How emerging markets bonds have performed relative to U.S. bondsHow frequently have emerging markets bonds defaultedWhat is the difference between local currency and U.S. dollar-d ... Show More
Feb 11
Asset Location: Where You Invest, Where You Live, What You Can Access
In this episode, we look at asset location, how to decide which investments belong in taxable, tax-deferred, and tax-free accounts, how where we live shapes the opportunities available to us, and how capital ultimately expands our choices.SponsorsGelt - Taxes Done RightMasterwork ... Show More
23m 33s
Nov 2021
Andrew Sheets: Bond Markets Get Jumpy
<p>Over the last decade, bonds have been a source of stability. But, with surprising moves this past month, they’ve now become a risk-management challenge that stands out amongst other asset classes.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. ... Show More
3m 11s
Sep 2023
Central banks made bonds sell off
<p>This week, one central bank after another made it clear that interest rates need to stay higher for longer. As a result, government bond yields rose sharply, the US dollar strengthened and equities sold off. Only the Bank of Japan remains on a different wavelength, keeping its ... Show More
17m 11s
Feb 2023
There's No Bull Case For Risk Assets
On today's episode of The Macro Trading Floor, Alfonso & Andreas walk through the biggest stories of the week and discuss everyone's most asked question right now, hard landing, soft landing or no landing? As the U.S housing market drops the most since 2008, will the economy be a ... Show More
37m 50s