HFXI News and Press, IQ 50 Percent Hedged FTSE International From 09/14/23

2023-09-14 11:00:00 ET Summary Expanding the fixed-income opportunity set globally allows US investors to capture diversification, attractive yields, and potential returns. The global bond market offers more opportunities for active managers to add alpha and diversification source...

2023-09-07 03:25:00 ET Summary Global jobs growth remained muted in August, according to PMI survey data. Job gains were largely limited to the emerging markets, where jobs growth hit a 12-year-high. Employment growth has cooled especially sharply in the US and Europe in recent mo...

2023-08-17 13:50:00 ET Summary Earnings have been stagnating, and this past quarter, they came in better than feared. Heading into this season, I was paying very close attention to if companies are able to keep and maybe even grow their margins, and the answer is yes. Looking ...

2023-08-07 18:55:00 ET Summary The stock market was down a little over 2% last week in what may be the start of a larger correction. In the 1970 recession, rates rose right until the onset of recession and hit a new high for that cycle during the recession. The employment repo...

2023-07-31 10:30:00 ET Summary Major central banks tightened policy last week, including unexpectedly in Japan. We see the potential for rising Japanese bond yields to pull global yields higher. The Bank of Japan tweaked its yield cap, sending local yields to a nine-year high. Dev...

2023-07-20 01:45:00 ET Summary tronger global economic growth in 2023 has so far been spurred by resurgent post-pandemic spending on services such as travel and tourism. Manufacturing output slipped into decline in June, as a short-term production boost from improved supply availa...

2023-07-18 08:00:00 ET Summary Concerns about the debt of overexposed sectors of U.S. commercial real estate have grown. Investors might be switching their attention from concerns about inflation and monetary policy to optimism about nominal growth. Downward pressure could com...

2023-07-15 02:20:00 ET Summary We wrap up our mid-year review of recent asset price trends with a look at non-US equities. Non-US equities have certainly had periods of outperformance, including – for a very brief while – earlier this year. For most of January, i...

2023-07-11 00:45:00 ET Summary Global equity markets have had a very strong first half of the year, but it’s pretty unusual times because on the one hand, equities are contending with a pretty difficult macro backdrop. We’ve still got high inflation. We’ve got...

2023-06-20 09:45:00 ET Summary Sticky inflation is leading major central banks to keep policy tight. We prefer emerging market debt as policy loosens and like short-dated bonds for income. Developed market short-term bond yields jumped after central banks signaled more rate hikes ...