Daleep Singh, Chief Global Economist and Head of Global Macroeconomic Research, PGIM Fixed Income shares his view on how the unfolding conflict in the Middle...
From Principal Asset Management
With the economy slowing and inflation moderating, the Federal Reserve (Fed) should be gaining the confidence it needs to start rate...
As credit spreads normalised through 2025, yield‑hungry investors have turned to leverage
to maintain 6%+ returns — pushing some parts of the market uncomfortably close...
From Anders Persson, Chief Investment Officer, Head of Global Fixed Income at Nuveen, regarding the latest fixed income insights from Nuveen's 2025 Global Investment Committee...
Within fixed income, there are two well-known levers, duration and credit. However, there is also a lesser known third lever, Pure Relative Value investing....
Foreign asset managers ramp up allocations to Australian debt, drawn by high-quality assets and a maturing market structure.
Key Points:
Global investors increasingly drawn to...
By Gaby Rosenberg, Co-Founder, Blossom
In a remarkable shift, Australian investors are rewriting the playbook, turning their attention to bonds over equities.
As the financial landscape...
