By Gregory Peters, Co-Chief Investment Officer, Public and Private Fixed Income, PGIM
Bonds continued to navigate economic uncertainty in 2025, extending their impressive bull market....
Janus Henderson portfolio managers Tim Winstone and Tom Ross recently published a paper about credit rating downgrades during 2020 and the opportunities for companies...
Last Friday I attended a panel discussion with Chamath De Silva, Head of Fixed Income at BetaShares, Chris Joye, Chief Investment Officer at Coolabah...
With surging inflation amid record-low unemployment over the past 18 months, discussions about “secular stagnation” have receded into the background.
However, today’s high inflation stems...
From Martin Rea, Senior Consultant, JANA Investment Advisers about the impact of Hurricane Milton on the Catastrophe Bond Market.
The worst seems to be...
As direct lending matures and other private credit areas expand, active investors can apply relative value strategies across sectors – and even entire markets...
Non-government debt, also known as credit or corporate bonds, is a key part of the broader fixed income universe. Historical performance data shows that credit...
by Robert Almeida, Portfolio Manager and Global Investment Strategist, MFS Investment Management
Historical patterns can provide a useful roadmap for the future but can sometimes...
From Silvia Dall'Angelo, Senior Economist at Federated Hermes Limited, London
US economic data had a generally softer tone this week, suggesting the impact from past...
