What the current rate environment means for your bond portfolio, by Matthew Macreadie, Income Asset Management.
Over the past several months, the Reserve Bank of...
Each quarter, Aviva plots a course through global fixed income markets by distilling top-down macro perspectives and bottom-up market intelligence. Compass draws on the...
Monthly Market Views: Fixed income resilience and equity market divergence
Rate expectations
Fixed income performance has been inversely correlated to duration since the start of the...
An excerpt from the State Street 2Q26 Fixed Income Forecast
From an economic perspective, the shorter the conflict, the more likely that the shock is...
Philip Brown, Head of Research at FIIG Securities, says there are options for investing in bonds that provide direct inflation protection or indirect protection...
An excerpt from a Mawer podcast, 'Art of Boring' with Portfolio Manager, Brian Carney
Against the backdrop of geopolitical escalation, an energy shock and shifting...
By Laura Cooper, Managing Director, Head of Macro Credit and Global Investment Strategist at Nuveen.
Key takeaways:
Earnings have held up, bank results have surprised...
