Real yields near post-GFC highs, set against forecasts of negative productivity growth.
From Chamath De Silva, Head of Fixed Income at Betashares
Australia's productivity problem has...
There can be four different yields mentioned when referring to bonds and fixed income products and it’s important to understand the distinction between them....
Rising US Treasury yields are being driven by higher real yields, not inflation fears, according to Brandywine Global, Head of Macro Strategy, Paul Mielczarski.
"Stronger...
Australian insurers are increasingly reassessing where to deploy capital to capture emerging opportunities after years of maintaining disciplined portfolio positioning amid ongoing market dislocation...
From Mark Dowding, Chief Investment Officer, Fixed Income at RBC BlueBay Asset Management.
Renewed hopes for an Iranian peace deal helped bond yields and risk...
From Daleep Singh, Vice Chair & Chief Global Economist, PGIM
Backdrop:
This was the first US-Japan joint intervention in JPY since Fukushima in 2011. Japan had...
Outlook for the U.S. Treasury market
I remain bearish on U.S. Treasuries. In my view, the U.S. yield curve ultimately needs to move materially higher...
Interview with Peter Kent, Ninety One’s Co-CIO of Fixed Income
Kent is a strong advocate for diversifying into emerging market (EM) debt, saying the lines...
