Article by Manuel Hayes, Senior Portfolio Manager, Insight Investment
High yield corporate credit has emerged as one of our asset class picks for 2022 (see:...
From Ward Brown, Fixed Income Portfolio Manager and Robert Almeida, Portfolio Manager and Global Investment Strategist, MFS Investment Management
What are the structural differences between...
20+250+16+30% = Recovery?
Robin Usson, Senior Credit Analyst at Federated Hermes, comments on recent developments in the China Property Market
Over the past week and a...
Macro Talking Points from MFS Investment Management.
The market overshoots first and asks questions later
We may have just observed yet another case of market knee-jerk reaction...
By Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds, PGIM Fixed Income
As expected, after the strong interest-rate rally in the fourth...
Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income believes markets have been excessively worried about stagflation risk and are now too confident that the...
Following the US Federal Reserve’s decision to hold rates overnight Joe Unwin, Head of Portfolio Management at Apostle Funds Management, discusses what this means...
From Flavio Carpenzano, Haran Karunakaran, and Manusha Samaraweera, Investment Directors at Capital Group.
Key takeaways
• Fixed income markets could offer compelling investment opportunities alongside continued...
Part 1 of a white paper by La Trobe Financial’s CEO, Chris Andrews
Australian property lenders and private credit managers are under greater scrutiny than...
