A new global report from investment consultancy bfinance is encouraging Australian institutional investors to revisit Emerging Market Debt (EMD) allocations, with fresh data highlighting...
By Bruno Bamberger, Senior Solutions Strategist at AXA IM Money market and short-dated (one-to-five-year) bond yields are the highest they have been since the end...
From Mawer, Global Credit Team A Capital Supercycle Meets a Credit Moment The rise of generative AI has kicked off one of the most capital-intensive buildouts...
Recently, I’ve been looking at funds that have returned 10% plus in the last 12 months in the articles Two Fixed Income Funds Return...
I recently had an email from Jeff, asking why the value in the iShares Inflation Linked Bond ETF had dropped when inflation is rising....
Chief Investment Officers from Franklin Templeton specialist investment managers share their view on corporate health in the US across fixed income and equities asset...
A report from T. Rowe Price Head of Multi-Asset Solutions APAC Thomas Poullaouec and team covering an AU/APAC focus. MARKET PERSPECTIVE The global economic outlook...
Moody’s cut the US rating one notch to Aa1 from Aaa. This is the first rating downgrade for the US since August 2023 when Fitch...
Key Insights Global high yield bonds offer potentially attractive yields, with better value and opportunities in Europe. Default rates are not expected to return...
US debt sustainability is an easy issue to "kick the can down the road" for investors; something that will be a problem 10, 20,...

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