Concerns are growing around U.S. housing given its multiplier effect on the economy. Our latest research examines the differentiated factors that still support housing prices and should prevent a market collapse.
Pressured by structural forces over the past decade, global bond markets have been approaching low, zero, or negative yields, and their safe-haven utility inside portfolios also has steadily diminished. Bond investors seeking both yields and safe-haven protection are discovering an alternative in China’s sovereign bond market.
