As bonds continue their march upwards, we cannot help but think of the now infamous words spoken by Chuck Prince, then CEO of Citibank, in July 2007: "As long as the music is playing, you've got to get up and dance...We're still dancing."
Bond yields are at all-time lows. This is not news - we have lived through a 30 year bull run in Gilts (10 year Gilt yields have fallen from 16% to 2% since the early 1980s).
With the monetary authorities of major developed market economies implementing unprecedented levels of stimulus in lock-step, many investors are worried about inflation over the long-term.
Big news from one of the large investment consultancies – UK pension funds are falling behind their long term targets!
News of Cyprus's plans to loot deposit accounts has, not surprisingly, shaken markets and left many wondering whether this could mark the end of the current equity market rally.
David Ford, managing partner of Gatemore Capital Management, discusses the rationale for commodity investment and how to think about making it part of an overall asset allocation.