Yield Curve
Our Portfolio Allocation Summary for April 2026.
Our Portfolio Allocation Summary for March 2026.
Our Portfolio Allocation Summary for February 2026.
Our Portfolio Allocation Summary for January 2026.
From steepening to flattening. As the BoJ continues to tighten in 2026, we show why curve flatteners are finally the right trade.
Our Portfolio Allocation Summary for December 2025.
Our key US fixed income views for 2026.
Our Portfolio Allocation Summary for October 2025.
From Treasurys to tokenization, stablecoins are quietly becoming one of the most disruptive forces in global finance, with the power to compress yields, deepen dollar penetration, and shift the balance within crypto markets. Explore BCA’s latest insights on their growing impact.
Australia’s NAB survey shows underlying resilience, reinforcing our underweight on ACGBs and the case for AUD flatteners vs. CAD steepeners. The August survey was mixed, with current conditions improving to 7 from 5, while business confidence softened to 4…