European investment manager Amundi says that economic growth is moderating but not collapsing across the developed world and inflation is falling in line with...
By Magdalena Polan, Principal and Head of Emerging Market Macroeconomic Research, PGIM
The possibility that China’s slowdown, and under-sized fiscal stimulus, might weigh on the...
-Uncoordinated policy actions point to an uneven path towards net zero greenhouse gas emissions. This could mean higher inflation in the short term and...
As global interest rates start to ease, investors are faced with new challenges and critical decisions in managing risk while seeking yield in fixed...
From Sriram Reddy, Managing Director - Credit, Man GLG
Introduction
We have been speaking about the end of the credit cycle for some time, but the...
A renewed US-China trade war under a potential second Trump presidency could disrupt global growth, financial markets and supply chains through aggressive tariff measures...
Daleep Singh, Chief Global Economist and Head of Global Macroeconomic Research, PGIM Fixed Income shares his view on how the unfolding conflict in the Middle...
By Dan Siluk and Jason England, Kapstream Capital
Impact of higher global bond yields
The Federal Reserve (Fed) acknowledged that “cumulative tightening” will be a...
By Richard Quin, CIO and Principal, Bentham Asset Management
October 2022
Fund structure plays an important part in the performance of credit funds. A well-structured fund...
Credit markets continued to be characterised by a tug-of-war between attractive all-in yields and historically tight spreads in Q1. But Trump's tariff announcements have...



































