Weekly Update – Higher Yields, Lower Prices
Long-dated government-bond yields have climbed to levels not seen for many years, improving the income available to investors but inflicting further losses on existing bondholders. For multi-asset portfolios, the question …
Weekly Update – US Jobs, Inflation and the Interest Rate Outlook
The US labour market is holding up better than previously thought after substantial revisions to July’s employment data and a stronger August jobs report. That resilience is good news for …
Market Review – Everything Advances, Nothing Resolves
August moved several of the year's biggest investment stories forward without resolving them. Renewed conflict over the Strait of Hormuz, rising concerns over US government debt and another surge in …
Why CPI+ Is a More Meaningful Investment Benchmark
T. Bailey CEO Elliot Farley, Client Portfolio Manager Harry Forman-Hardy and Head of Equities Ben Ridley explain why targeting returns above inflation provides a meaningful long-term objective for T. Bailey's …
Weekly Update – US Debt, Rising Bond Yields and Fiscal Risk
US federal debt has passed $40 trillion as long-dated government bond yields climb across developed markets. With investors demanding greater compensation for fiscal and inflation risks, the consequences extend beyond …
Fund Manager Tactics: Building a Winning Team
Building a successful fund of funds requires more than selecting strong individual managers. Using a football manager's approach as an analogy, this article explores how T. Bailey constructs balanced portfolios …
Inside T. Bailey's Approach to Investing in Early-Stage Funds
Successful fund investing isn't just about selecting established names. This insight explores how T. Bailey identifies exceptional fund managers early in their journey, the rigorous due diligence behind every investment …
Weekly Update – Multipolar Investing and Geographic Diversification
Mark Carney’s Davos speech provides a timely framework for considering geographic concentration, as recent data suggests portfolios with lower sensitivity to US equities have begun to outperform their more US-dependent …
