Exclusive Op-Ed for Fixed Income News Australia by Andy Armstrong, Co-Head of Whole Loans and Capital Markets at Challenger Investment Management
In structured finance, vehicles...
By Sonal Desai, chief investment officer, Franklin Templeton Fixed Income.
First impressions count, and Kevin Warsh came out as a hawk in his first press...
Thomas Poullaouec, Head of Global Investment Solutions, International and Portfolio Manager at T. Rowe Price, and his team have published their latest insights on...
Arif Husain, Head of Global Fixed Income and Chief Investment Officer at T. Rowe Price, shares his views on the potential long-term market implications...
By Thomas Haugaard, Portfolio Manager on the Emerging Markets Debt Hard Currency (EMD HC) Team at Janus Henderson Investors.
Key takeaways:
The hard currency emerging market...
As expected, the European Central Bank (ECB) increased policy rates today, its first hike since 2023. Rates on the deposit facility, main refinancing operations,...
Macro Talking Points from MFS Investment Management.
The market overshoots first and asks questions later
We may have just observed yet another case of market knee-jerk reaction...
