By Andrew Lakeman of Atlantic House, a London-based boutique investment manager specialising in derivatives-based strategies. The fixed income landscape has shifted significantly in recent years,...
T.Rowe Price argue investors need to look beyond the ‘green’ label for companies making ESG advances as vanilla, non‑labelled bonds can have a greater...
By AXA IM’s CIO, Chris Iggo The “year of the bond” moniker is most relevant to credit markets. Bond yields rose in 2022 and credit...
In brief ■ It’s not inflation that’s pushing up yields, it’s an uncertainty premium. ■ The high existing US debt burden and elevated uncertainty could keep...
Commentary from Paul Miron, Managing Director and co-founder of Sydney-based private credit provider Msquared Capital, on the importance of transparency in the private credit market. "As...
It’s a significant understatement to suggest it’s been a big couple of months in markets, with the conflict in Iran continuing to dominate headlines...
By Bruno Bamberger, Senior Solutions Strategist at AXA IM Money market and short-dated (one-to-five-year) bond yields are the highest they have been since the end...
Interest rates are incredibly low and there is an enormous amount of cash looking for a home. So much so, that any new bond...
Australian companies and Australian investors deserve urgent action to fix the broken corporate bond market. It is no longer good enough to keep kicking...
With the Federal Reserve in easing mode, the question many clients have been asking me is whether I still expect the 10‑year U.S. Treasury...

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