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Are bonds high yield or high risk?

While returns are good, income funds should be managing important risks. Earlier this month, SA 30-year bond yields spiked briefly above 13%. While they have now come back slightly, these are still levels not seen in 20 years. Local inflation-linked bonds are also offering multidecade high real yields of more than 5%. Yields...
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Why the US bond market matters now

The US government’s massive and growing national debt is raising concerns in financial markets. Two key factors are driving this worry:   Rising Interest Rates: Higher interest rates make it more expensive for the US to borrow money, increasing debt servicing costs. Shifting Perceptions: Traditionally, US treasury bonds were...
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If rates remain high, SA equity is fair value

The recent budget presented by Finance Minister Enoch Godongwana has raised concerns over the significant portion of revenue allocated to debt servicing costs, surpassing key sectors like social protection, health, peace, and security. Chris Eddy, Head of Multi-Asset Funds at 10X highlights a decade-long trend where government spending consistently outpaced...
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Unlocking Success with 10X Multi-Asset Solutions

In the ever-changing landscape of financial markets, achieving long-term success requires more than just a leap of faith. It demands a strategic and persistent approach, and that’s precisely what 10X has been delivering for over 15 years. As pioneers in providing superior multi-asset solutions, 10X stands as a beacon of...
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Increasing integration in fixed income ETFs

The ETF landscape is expanding in SA, with Actively Managed ETFs introduced earlier this year breaking away from the traditional index-tracking model. The recalibration of US interest rates by the Federal Reserve to the highest level in 15 years, has elevated bonds as drivers of real returns, prompting investors to reconsider...