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Avoiding The Trap Of Low Interest Rates

10:29am, Wednesday, 29'th Jan 2020
To us, interest rates are much more than determining what discount rate to use in a valuation model. At extreme levels, the rate environment introduces distorti
I'm not saying there's going to be a recession in the next year or two, no one knows, but the odds of a recession are 15 to 20% in a given year, and that's sign
Overall, we believe the trends in global markets call for a cautious approach to generic corporate credit beta. Amid the overall tendency toward caution and bea
Jamie Dimon said that the only bubble he currently sees within the capital markets is government bonds. Truth is, there are signs of a bubble across the entire

Absolute Value

10:33am, Monday, 20'th Jan 2020
Now is a question of Absolute Value for fixed-income investors because the yields are so low in any bond asset class. The lack of yield is worse in Europe and J
Allred Capital Management LLC purchased a new position in Templeton Global Income Fund, Inc. (NYSE:GIM) during the fourth quarter, according to its most recent 13F filing with the Securities and Excha
Global equity markets rode some dramatic twists and turns in 2019, and factor performance followed suit. Our latest Factor Indicator report highlights the most
6 Meridian bought a new stake in Templeton Global Income Fund, Inc. (NYSE:GIM) in the fourth quarter, Holdings Channel reports. The institutional investor bought 220,309 shares of the financial servic

Tradeweb Government Bond Update - December 2019

01:55pm, Tuesday, 14'th Jan 2020
Amid an ever-uncertain monetary policy environment, several government bond markets tracked by Tradeweb saw their yields rise by double digits over the course o
Populist policies and geopolitical tensions are on the rise. Securitized assets have been a good way to offset trade-war-related volatility. Selective investmen

Think As An Investor

07:28am, Sunday, 12'th Jan 2020
While there could be a correction in the marketplace any time, we see substantial gains for investors over the next year and possibly longer if you are correctl
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