As credit spreads normalised through 2025, yield‑hungry investors have turned to leverage
to maintain 6%+ returns — pushing some parts of the market uncomfortably close...
Diversification in private credit investing is becoming more important for income investors, due to unpredictable dynamics in financial markets coupled with geopolitical uncertainty, according...
From Betashares
AI hyperscalers are estimated to spend around US$660 billion on capital expenditure in 2026, fuelling a surge in global bond issuance to...
From PGIM
The expansion in global credit markets provides levered companies with several financing options.
Depending on a company’s financial health, these options can include publicly...
Capital Group has issued its 2026 capital market assumptions, which outline the firm's long‑term expectations for returns, correlations and volatilities across major asset classes...
By Laura Cooper, managing director, head of macro credit and global investment strategist, Nuveen.
It's been difficult to chase duration across global rates. Just as...
The below commentary has been provided by PGIM
MACRO
The severity of the recent strain across the software sector underscores AI’s potential creative destruction, including the...
Fixed income markets may be enjoying the calm of tight spreads and stable
headline employment, but Richard Quin, chief investment officer at Bentham Asset Management,...
When markets inevitably change course, risks and opportunities reset, with one investor’s new opportunity another’s pitfall. This is the essence of a dynamic market...
Governments considering blue bonds often have questions about what issuance actually requires. This guide is a practical resource that demystifies the process & allows...
