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Tag Archives: government bonds

Bond issues

October 5, 2020by jsblokland Leave a comment

What to do about government bonds? The yield on government bonds is historically low, while the risk is high. In the event of rising inflation, they offer little or no buffer. Nevertheless, we shouldn’t ban them completely from multi-asset portfolios just yet.

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BONDS, MACRO, TACTICAL ASSET ALLOCATION

Have bond investors really gone mad this time?

August 16, 2017by jsblokland Leave a comment

Just recently, the following graph hit my Twitter timeline (courtesy @TihoBrkan). It shows that the yield on Eurozone high yield bonds is now equal to the yield on the 10-year […]

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BONDS, FINANCIAL MARKETS

Week End Blog – Goodbye Greece, Hello Bond Bubble!

February 27, 2015by jsblokland Leave a comment

It took a while, but Greece no longer dominated all the headlines this week. The Greek government handed in a ‘to-do list’ that was enough for Mr. Dijsselbloem to work […]

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FINANCIAL MARKETS, MACRO

Week End Blog – High Yield Shivers, Rate Conundrums and Poker Profits

July 25, 2014by jsblokland 3 Comments

It long seemed endless, the powerful rally in high yield bonds. But investors grew more cautious in recent weeks, pushing the prices of high yield bonds down. The positive correlation […]

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BONDS, EQUITIES, FINANCIAL MARKETS, MACRO

The Low Volatility Saga Continues…

June 19, 2014by jsblokland 1 Comment

This week, I posted a tweet about the extremely low levels of volatility in the bond markets. The main message of that tweet was that we are experiencing a rare […]

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BONDS, FINANCIAL MARKETS

Have Bond Yields Risen Too Much?

July 1, 2013by jsblokland Leave a comment

Bond yields have risen significantly in the last two months. Between the beginning of May and June 24 the 10-year Treasury yield increased by more than one percent. Since then […]

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BONDS

Features of Emerging Market Debt

May 28, 2013by jsblokland Leave a comment

Investor interest in emerging market debt has increased massively over the last couple of years. Traditional bonds are not what they used to be. Peripheral countries in Europe are by […]

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BONDS

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