Commentary from Insight Investment's Head of Global Credit, Adam Whiteley, on the outlook for bonds / global credit.
How bonds are faring in the new inflationary environment
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Late July news of the Federal Reserve (Fed) increasing interest rates another 0.75% and a second negative quarter of economic growth (GDP) has created...
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...
Emma Lawson, Fixed Interest Strategist - Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market Review
The...
By Richard Quin, CIO and Principal, Bentham Asset Management
October 2022
Fund structure plays an important part in the performance of credit funds. A well-structured fund...
Dr Noah Weinsberger, Managing Director and Dr Xiang Xu, Senior Associate, at PGIM have drafted a very valuable, technical paper assessing stock bond correlations....
From Ihab Salib, Head of International Fixed Income, Federated Hermes Limited
Emerging Markets government bonds performed very well year to date and the outlook for the...
Shan Kwee, CFA, Portfolio Manager in the Janus Henderson Australian Fixed Interest Team, discusses how despite a tough 2022, opportunities still exist in credit...
