As the US President Joe Biden and House Speaker Kevin McCarthy reach an in-principle agreement to finalise a budget agreement to raise the $US31.4...
Good data is bad More precisely, bad news for risky assets. This has become (yet again) evident after the market's recent response to the strong...
Lynda Schweitzer, US-based co-head of global fixed income at Loomis Sayles gives us her view of global fixed income markets. Thanks so much for taking...
Global bond markets have sold off sharply in recent weeks, pushing long-end yields to multi-decade highs across major markets. U.S. 30-year yields hit their...
From Martin Rea, Senior Consultant, JANA Investment Advisers about the impact of Hurricane Milton on the Catastrophe Bond Market. The worst seems to be...
Alex Veroude, Head of Fixed Income, Janus Henderson, looks at how the breadth of fixed income markets can help balance risks and opportunities and...
Why Government bonds may be your safe harbour while smart credit picks may help drive returns - Three global themes investors should not ignore. Government bonds are...
There is some potential disconnect around the Fed The US consumer is doing just fine Two positive drivers in support of the market backdrop The...
Cautious approach to risk assets: Over 80% of insurance firms express a cautious stance towards risk assets, signalling an intent to reduce exposure over...
From Seema Shah, Chief Global Strategist, Principal Asset Management: Several characteristics of the U.S. Treasury yield curve highlight the heightened risks to the economic outlook...

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