By Lotfi Karoui and Gabriel Cazaubieilh, PIMCO
Concerns about private credit have intensified in recent months. Investors are grappling with questions about weakening credit quality,...
From Philip Brown, Head of Research, FIIG Securities
The US war against Iran is the new reality of power politics in a world that is...
Middle East Conflict: Implications for Equities, Inflation, and Asset Allocation
Contributing Author
Tim Murray, Capital Market Strategist in the Multi-Asset Division at T. Rowe Price, shared his views on recent market volatility following the Middle East...
From Laura Cooper, Managing Director, Head of Macro Credit and Global Investment Strategist, Nuveen
Markets are facing a geopolitical shock – but the investor playbook...
Tomasz Wieladek, Chief European Macro Economist at T. Rowe Price, shares his views on UK Gilts and Euro area as follows:
UK Gilts continue to...
Not All Private Credit Is Created Equal: Syndicated Term Loans vs Private Credit
Contributing Author
By Jenna Hayes, Executive Director, Income Asset Management
The rapid expansion of private credit has blurred important distinctions within the asset class. “Private credit” is...
By Pete Robinson, Head of Investment Strategy, Challenger Investment Management
Many will have seen the recent news regarding US Private Credit exposure to the software...
Leading investment experts from Amundi and Franklin Templeton react to the deepening Middle East conflict.
Monica Defend, Head of Amundi Institute, said: "The Iran crisis...
Advisors should focus on positioning portfolios to earn carry efficiently while retaining flexibility if conditions shift.
Markets are fixated on two questions: how far rates...
Thomas Poullaouec, Head of Multi-Asset Solutions APAC at T. Rowe Price, and his team have published their latest insights on global asset allocation and...



































