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...
According to Franklin Templeton Fixed Income CIO Sonal Desai rising investment and persistently loose US fiscal policy are simultaneously pushing in the direction of...
Central Banks Yet To Win Battle Against Inflation, Interest Rate Hikes Likely To Continue
Global economic activity has proved stronger than seemed likely at the...
Ninety One's Multi-Asset Credit team explains how the bank capital (AT1) market has staged a remarkable recovery since last year's turmoil following the collapse...
Global bond markets have sold off sharply in recent weeks, pushing long-end yields to multi-decade highs across major markets. U.S. 30-year yields hit their...
Franklin Templeton Fixed Income Portfolio Manager Andrew Canobi says the current strong performance of US and Australian credit markets is not likely to continue.
US...
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...
By Peter Sheahan, Director - Money Markets, Curve Securities
My passion is commentating on yield curves. Outright levels, positive slope, inverted slope and momentum of...
