Missing out on mid-term magic: the pitfall of short-term bonds
The new power of the options market
What comes after the inflation hump? Implications for investors
The rising influence of target date funds on markets
The industrial metals super-cycle has accelerated, not slowed down
China enriches the portfolio
Short-term bonds - more (value) than liquidity substitute
Liquid alternatives are a useful addition in the low interest rate environment
Stronger synchronisation of equities and government bonds is also likely to shape the coming years
Passive investments change market structure and market behaviour