From Seema Shah, Chief Global Strategist, Principal Asset Management:
Several characteristics of the U.S. Treasury yield curve highlight the heightened risks to the economic outlook...
By Benoit Anne, Senior Managing Director, Strategy and Insights Group, MFS Investment Management & Market Insights Team, 7 April 2025, London
Last week’s US tariff...
Late November, the Australian Securitisation Forum (ASF) held its annual conference in Sydney. Asset Backed Securities (ABS) are much loved by institutional investors but...
From Amundi Asset Management
Investors expect central banks will tame inflation whatever the cost, even triggering recession if necessary. This may indeed be policymakers’ approach...
From Seema Shah, Chief Global Strategist, Principal Asset Management
For months, many leading indicators of economic activity have been signaling a future recession. The full...
Returns on investments just keep getting lower. As cashed-up investors look to alternative investments, fixed income funds have been beneficiaries.
Fortunately, some funds have been...
From Mark Dove, Junior Credit Portfolio Manager, Federated Hermes Limited
With a global recession looking more and more likely to materialise in the near future,...
