Apart from a 2020 COVID-19 spike, the Chinese yield curve has been stable since 2016. With no QE, the Chinese government bond curve is less prone to Taper Tantrums, unlike other central banks, which will need to judge QE tapers at some stage.
Canadian corporate bond yields hit new lows in January, led by the decline in high yield. Since the Bank of Canada (BoC) announced its QE programme would include corporate bonds, in April 2020, yields have fallen steadily...
FTSE Russell recently hosted market, derivatives and ETF experts from FTSE Russell, Franklin Templeton and the Singapore Exchange (SGX) in a special webinar focused on the post-Pandemic case for international equity markets and how investors might participate in these opportunities in 2021.
Sector weightings have been a key driver of the performance difference between mid- and large-cap Malaysian stocks in 2020, according to new insight from global index provider FTSE Russell and Bursa Malaysia.
Back in June, we published a blog examining how the first 100 days of the pandemic had impacted the CMBS market. We found that while the entire CMBS market had suffered a sharp decline at the onset of the pandemic, at the 100-day mark some real estate sectors were showing signs of recovery. If we look at the latest numbers, we can see that while some flickers of bright spots remain, the outlook for the CMBS market has become increasingly uncertain as spikes in COVID-19 cases persist throughout the US.
To examine the uptick in sustainable investments and better understand the growing interest in smart sustainability, earlier this year we surveyed 139 global asset owners, gauging their evaluation and adoption of these strategies.
Renewed optimism over the EU’s handling of the virus, the ECB’s upgraded QE programs and the joint COVID-19 stimulus fund fueled a strong rally in riskier European debt and tightened yield spreads over Bunds.
Only long-dated UK gilt yields are meaningfully above zero now, placing them in the negative yield club of major government-bond markets. It appears that UK gilts have largely escaped the gravitational pull of US Treasuries.
Alongside the recent collapse in G7 bond yields, as the Covid-19 crisis has developed, Chinese government bond yields have backed up in recent months, reflecting PBOC caution in cutting interest rates.