Key takeaways:
Concentration is not a reason to be bearish but to reflect on what the market is depending on. Earnings season will be...
By Philip Brown, Head of Research, FIIG Securities
The RBA has raised rates three times in this cycle, taking the cash rate back to the...
What happens to inflation is key for investors. If inflation fails to fall further, bond yields are
likely to rise further.
The collapse of the Middle...
From Alan Greenstein, Zagga CEO and Co-Founder
For even the most experienced investors, portfolio composition and income generation have become markedly complex. Amidst the hunt...
By John Vibert, Head of Credit, PGIM
Credit markets have grown rapidly over the past decade. In 2025, private credit accounted for roughly 27 percent...
By April LaRusse, Head of Investment Specialists, Insight Investment
The Bloomberg Global Aggregate Bond Index is one of the most widely used fixed income benchmarks....
From Tracey McNaughton, Chief Investment Officer at Escala.
The debate is no longer just about what countries need to build, but who will pay for...
By Robert Tipp, Head of Global Bonds at PGIM
Once again, geopolitics have come to the fore, creating a swirl of possibilities for the world’s...
By Vincent Chung, CFA Portfolio Manager at T. Rowe Price
Recent tensions in the Middle East and the resulting energy supply shock have heightened investor...
The current peace deal may be fragile, but markets need it to be genuine. If inflation and interest rate risk moderates, bond returns could...



































