With bond yields continuing to fall, it’s been painful for investors who’ve bet against them. However, even with German sovereign yields below zero and far lower than in the US, there are still reasons to prefer them. We explain why in this vlog.
Diversification, whether in portfolios or teams, is surprisingly powerful but sometimes misunderstood.
Avoiding financial crises is critical when investing in emerging markets. That’s why we developed the Country Risk Model, a general health check that helps us steer clear of economies with too many imbalances and symptoms of overheating. The model provides valuable trading signals outside full-blown crises too.