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House View Weekly Fears of a bond market rout are overdone

A relatively modest uptick in US 10-year yields at the start of the year has been sufficient to prompt talk of the end of the 25-year bull market in
bonds.

House View Monthly Sustainable performance

The end of the year is a time to reflect on past successes and plan for the months to come. Regular readers will know that we took our portfolio management responsibilities seriously, held some contrarian views, and added value overall with our market calls. Yet the question of our social responsibility as portfolio managers is coming up more and more. For 20 years I answered that question by citing the influential article, “The Social Responsibility of Business is to Increase its Profits,” by Nobel prize-winning economist Milton Friedman.

Morning audio comment from Paul Donovan

Economic commentary discussing the current issues that are affecting economies and financial markets around the globe.

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