By Patrick Marshall, Head of Private Debt & CLOs, and Carina Spitzkopf, Director, at the international business of Federated Hermes. Federated Hermes is a...
By Anna Chong, Deputy Head of Corporate Credit Research, Federated Hermes Limited
The new year promises to be a challenging one for highly levered corporates...
By Benoit Anne, Senior Managing Director, Strategy and Insights Group, MFS Investment Management & Market Insights Team, 7 April 2025, London
Last week’s US tariff...
High grade sovereign (or government) bonds remain as relevant as ever in an uncertain and complex market environment.
Today’s bond yields are indeed low, and...
Bonds are useful in different economic conditions. Fixed rate bonds provide certainty in declining interest rate environments, floating rate notes pay a fluctuating rate...
By Alan Siow, co-head of emerging market corporate debt, Ninety One
The new regime
The shift to a new macroeconomic regime is among factors that have...
Summary
Lower interest rates will support asset performance. Interest rate cuts in 2025 will continue to support improving asset performance in the Australian residential mortgage-backed...
Comments from Janus Henderson Portfolio Manager and Head of US Fixed Income Greg Wilensky.
Amid a tumultuous first half of 2025, laden with tariff announcements,...
