From Michael Goosay, An excerpt from Principal Asset Management’s 2Q 2026 Fixed Income Perspectives
The fixed income outlook is shaped primarily by geopolitical uncertainty— especially the...
From Daleep Singh, Vice Chair & Chief Global Economist, PGIM, and Guillermo Felices, PHD, Global Investment Strategist, PGIM Credit.
The war in Iran has...
Thomas Poullaouec, Head of Global Investment Solutions, International and Portfolio Manager at T. Rowe Price, and his team have published their latest insights on...
It’s a significant understatement to suggest it’s been a big couple of months in markets, with the conflict in Iran continuing to dominate headlines...
A permanent end to the Middle East conflict, resulting from the current ceasefire, will mean the macroeconomic outlook has been shaken but not totally...
By Laura Cooper, Global Investment Strategist and Head of Macro Credit at Nuveen.
Key takeaways:
-The second and third-order effects of the Strait of Hormuz crisis...
By Global Citizen Solutions
The global wealth management landscape is undergoing a number of alterations. Drawing on insights from thousands of High Net Worth Individuals...
From Anders Persson, Nuveen Global Head of Fixed Income
An excerpt from its recent Global Investment Committee Viewpoints
Despite today’s increased volatility, markets remain efficient overall,...
Shifting rate expectations
The prospect of higher inflation, resulting from the Middle East conflict, has shifted interest rate expectations; in turn, fixed income market returns...
From Joe Unwin, Head of Portfolio Management at Apostle Funds Management
Private credit is in the media spotlight right now, but for the wrong reasons.
Frequent...
