Introducing FX into fixed-income portfolios

Background: In 2004, the search for yield led asset managers into GBP, AUD and NZD bonds. Investors followed the commodity growth theme or looked for alternatives to low-yielding EUR investments. The central banks of these three countries were at the forefront of monetary policy tightening and as a result these three currencies performed well. For the asset manager who followed these, outperformance was achieved.

Problem: Signals that the central bank cycles for these countries are in late

Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.

To access these options, along with all other subscription benefits, please contact customer services - www.fx-markets.com/static/contact-us, or view our subscription options here: https://subscriptions.fx-markets.com/subscribe

You are currently unable to copy this content. Please contact info@fx-markets.com to find out more.

Sorry, our subscription options are not loading right now

Please try again later. Get in touch with our customer services team if this issue persists.

New to FX Markets? View our subscription options

You need to sign in to use this feature. If you don’t have a FX Markets account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an indvidual account here: