Key takeaways:
Fixed income is the only asset class that demonstrates a low to negative correlation to risk assets.
Fixed income provides highly efficient...
Key Insights
Global high yield bonds offer potentially attractive yields, with better value and opportunities in Europe.
Default rates are not expected to return...
Authors: Andre Chinnery, William Maher, Diego May and Josh Spiller* - Reserve Bank of Australia
Abstract
Global private credit has grown rapidly over the past two...
Diversification in private credit investing is becoming more important for income investors, due to unpredictable dynamics in financial markets coupled with geopolitical uncertainty, according...
Daintree Capital co-founders Justin Tyler and Mark Mitchell discuss current trends that are impacting and shaping the outlook for investors in fixed income securities.
In...
From Nathan Shetty, Head of Multi-Asset, Nuveen
Key takeaways:
Previously effective investment strategies may have limited utility in the new environment. A more rigorous approach to...
By Johann Plé, Green Social and Sustainability Bonds Strategy Manager at AXA Investment Management
Over the past few years, the green bond market has grown...
ClearBridge Investments' Head of Economic and Market Strategy, Jeff Schulze has provided comments following the release of US data overnight:
"The 'wait and see' Fed...
