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bonds
Tong's Portfolio
Favour bonds on expectations for recession in 2023
The truth is, no one can consistently and accurately predict the future.
December 15, 2022
Tong's Portfolio
Your knowledge is your competitive advantage over others
Having at least some knowledge of what you are investing in will greatly increase the odds for profits and minimize the risks .
December 08, 2022
Tong's Portfolio
We expect long-dated bonds to outperform equities in the near term
In fact, a recession scenario is already being reflected in the bond markets.
November 24, 2022
Tong's Portfolio
Bonds will recover faster with worst of rate hikes done
Bonds will recover faster with worst of rate hikes done.
November 03, 2022
Bonds and treasuries
Emerging from a spooky October; bond vigilantes back to bite
There's further scope for corporate credit yields to rise.
November 03, 2022
Bonds and treasuries
The problem with promises in credit – the practical difficulties of implicit support
We feel it is of more benefit to analyse an issuer on a stand-alone basis and understand its own fundamental capacity to repay
October 05, 2022
Bonds and treasuries
The great bond bubble is 'poof, gone' in worst year since 1949
The latest leg downward was fueled by the Fed meeting Wednesday, when the central bank raised its policy-rate range to 3% to 3.25%
September 25, 2022
Bonds and treasuries
Bond market — rising like a phoenix from the ashes?
Admittedly, there is no telling when the current phase will end.
September 01, 2022
Bonds and treasuries
Corporate bond market didn’t get the recession memo
The primary bond market looks like another reason to believe that the economy still has a bit more vitality than some investors ac
August 04, 2022
Bonds and treasuries
Local currency bond markets – stronger together
A robust asset management industry can form a strong base of domestic investors pool capital from dispersed sources
August 03, 2022