Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income believes markets have been excessively worried about stagflation risk and are now too confident that the...
This article is an excerpt from the Federated Hermes 1H2025 360 Degree Fixed Income Report
Our outlook for macro, fundamental and technical forces is generally...
Elizabeth Moran sat down with emerging market expert Damien Buchet CIO at Finisterre Capital and previously Head of EM Fixed Income at AXA Investment...
Hamilton Lane has released its 2025 Private Market Overview report. The findings show areas of concern in private markets in the short-term, with positive...
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...
From Emily Boden, Head of Institutional Sales and Relationship Management, Perpetual Digital
Modernising a market’s technological architecture has been proven to cut costs and improve...
2024 was the second consecutive positive year for global developed credit markets. Full-year 2024 excess returns show the outperformance of high-beta segments (riskier market...
Emma Lawson, Fixed Interest Strategist - Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market Review
Broad...
Ninety One's Multi Asset Credit team explains that although the high-yield debt market compares favourably with bank capital from the perspective of index-level credit...
