An Amundi Institute cross asset investment strategy research paper.
High inflation has not triggered a wage-price spiral in the advanced economies.
Monetary tightening has contained inflation expectations...
By Pete Robinson, Head of Investment Strategy, Challenger Investment Management
Many will have seen the recent news regarding US Private Credit exposure to the software...
BetaShares Australian Investment Grade Corporate Bond ETF (ASX:CRED) is 100% invested in Australian dollar-denominated corporate bonds. The fund’s strategy is to invest in up...
From Chief Investment Officer, Michael Goosay. This is an extract from Principal Asset Management’s 4Q24 report.
It has certainly been an eventful quarter for fixed...
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute at Franklin Templeton on the latest tariffs notes the following:
US President Donald Trump's...
From Moody's Ratings
Australian US-dollar issuance is dominated by investment-grade issuers that benefit from Australia's (Aaa stable) diversified economy, supported by strong immigration-led population growth...
Thomas Poullaouec, Head of Multi-Asset Solutions APAC at T. Rowe Price, and his team have published their latest insights on global asset allocation and...
For some investors, credit spread valuation may be perceived as a major headwind for fixed income. But we are of the view that the...
This is a hot topic in our client meetings, although this is probably the wrong way to frame the discussion. Indeed, it should be:...
By John Vibert, Head of Credit, PGIM
Credit markets have grown rapidly over the past decade. In 2025, private credit accounted for roughly 27 percent...



































