Ninety One's Multi-Asset Credit team explains how the bank capital (AT1) market has staged a remarkable recovery since last year's turmoil following the collapse...
By Ares Australia Management
Market dislocations have become shorter and more frequent since the Global Financial Crisis (“GFC”), also referred to as the Great Recession.
The...
Money market fund flows have surged recently—as investors sought refuge from economic uncertainty while enjoying elevated yields—and now sits at a record US$5.7 trillion....
Latest insights from Nuveen's Q4 2025 Global Investment Committee (GIC). Outlook From Anders Persson, Chief Investment Officer for Global Fixed Income
Best ideas
Securitised assets (especially...
By Dan Siluk and Jason England, Kapstream Capital
Impact of higher global bond yields
The Federal Reserve (Fed) acknowledged that “cumulative tightening” will be a...
This article is an excerpt from the Federated Hermes 1H2025 360 Degree Fixed Income Report
Our outlook for macro, fundamental and technical forces is generally...
Bryan David, Multi sector Portfolio Manager, Principal Asset Management
Markets opened the year with enthusiasm over the prospect of forthcoming policy rate cuts after the...
Ken Orchard, Head of International Fixed Income and Portfolio Manager for Diversified
Income Bond Strategy, T.Rowe Price shares his outlook for the US economy and...
By Matt Simpson, Senior Market Analyst, City Index
There’s no escaping the fact that Australian inflation continues to point the wrong way for the RBA...
