Active global investment manager Ninety One has published a new analysis highlighting the rapid development of emerging market private credit.
The asset class attracted a record...
By Michael Frearson, Executive Director and Head of Fixed Income, Real Asset Management
Following news of redemption gates across several property-backed funds, a large Sydney...
By Stephen Martin, Head of Multi-Sector Credit, Challenger Investment Management
Commercial real estate (CRE) debt has moved firmly into the spotlight. Recent reporting on borrower...
US inflation expectations (derived from Treasury Inflation-Protected Securities) are rock-solid and steady. Real rates have driven all of the rise in observed yields this...
The global high-yield bond market is undergoing a fundamental shift in credit quality that has left its former “junk bond” reputation increasingly disconnected from...
The lost quinquennium.
The past five years have been painful for global fixed income, and some investor frustration is understandable. Most major fixed income segments...
AI capex still has the bond market’s attention, says Chamath De Silva – Head of Fixed Income at Betashares
Global bond markets remain challenging to...
