Featured Archives

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The Fog is Finally Lifting in Credit Markets

Contributing Author

Clearer outlook sets the stage for credit outperformance in 2024 The principal concern for investors today is that a "higher-for-longer" rate environment could further dent...

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Asset Allocation and Portfolio Construction– Fidante Panel Part 2

Elizabeth Moran

Fidante recently hosted a Q&A panel of their fixed income asset managers, which included Teiki Benveniste from Ares Australia Management, Alex Stanley from Ardea...

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A Soft Landing And Friendlier Central Bank Stance Bode Well

Contributing Author

Janus Henderson Investors’ Credit Risk Monitor tracks key indicators which impact credit portfolios. • “Cashflow and Earnings” and “Access to Capital Markets” indicators have moved...

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Are Central Banks Already Taking A Victory Lap?

Contributing Author

Franklin Templeton provides some key macro and investment themes as well an outlook dashboard on their views of sub sectors. Our growth projections for the...

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Credit Portfolios, Valuations and Liquidity (Part 3)

Contributing Author

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...

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Bonds versus Equities: Five Reasons to Buy Bonds

Contributing Author

If history is any guide, at this juncture bonds may be a more attractive proposition than equities, at least in the short term. From Henry...

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The World’s Largest Economies Go Off On Tangents

Contributing Author

By Daleep Singh, Chief Global Economist, Head of Global Macroeconomic Research, PGIM Fixed Income If central banks' urgency to return inflation to their respective targets...