ActiveAllocator argues that investing passively now in traditional fixed income exposes investors to low expected returns, little scope for capital appreciation, significant interest rate risk, forsakes illiquidity premium, and excludes niches in credit investing. It presents a new lens and framework to re-imagine fixed income investing.
Month: August 2019
A recession is not inevitable
We suggest that market signals – the inverted yield curve, recent stock markets decline, global GDP slowdown etc, in itself is not a predictor of an inevitable US recession.
Comparing Brexit to the Swiss Model
Switzerland Outlook
ActiveAllocator revises macro eco outlook for Switzerland. Forecast diverges from OECD and Wall Street consensus…