Investors in sub investment grade (sub-IG) private debt are facing the prospect of their first meaningful default cycle later this year and into 2024. In...
By Catherine Braganza, Senior Portfolio Manager, Insight Investment
This excerpt is derived from Insight Investment’s ‘Thoughts for 2025’ Paper. To view the full report, click...
From Benoit Anne, Senior Managing Director, Head of Markets Insights Group & Erik Weisman, Chief Economist, MFS Investment Management
Market Insights
How to hedge rising...
The Australian Securities & Investments Commission has released a discussion paper on the dynamics between public and private markets and is seeking submissions and...
By Laura Cooper, managing director, head of macro credit and global investment strategist, Nuveen.
It's been difficult to chase duration across global rates. Just as...
By Matt Simpson, Senior Market Analyst, City Index
There’s no escaping the fact that Australian inflation continues to point the wrong way for the RBA...
Long end of government curves under pressure
The global growth outlook is more than adequate
Taking stock of global fixed income performance
Longer for...
By Michael Goosay, Principal Asset Management
Reflecting on 2025, investors have encountered uncertainty fuelled by tariffs, geopolitical conflicts in Europe and the Middle East, and...
