From Seema Shah, Chief Global Strategist, Principal Asset Management:
Several characteristics of the U.S. Treasury yield curve highlight the heightened risks to the economic outlook...
By Michael J. Bazdarich, PhD, Product Specialist at Western Asset Management
US inflation today is the worst since that of the late-1960s and 1970s, but...
Income Asset Management's Head of Credit Strategy - Matthew Macreadie, provides his credit outlook for 2023.
It is the starting point that counts
After enduring...
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...
From Damien Buchet, Chief Investment Officer, Principal Finisterre, part of Principal Asset Management
As 2024 is now behind us, we are reflecting on a year...
From Laura Cooper, Managing Director, Head of Macro Credit and Global Investment Strategist, Nuveen
Markets are facing a geopolitical shock – but the investor playbook...
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...
Late November, the Australian Securitisation Forum (ASF) held its annual conference in Sydney. Asset Backed Securities (ABS) are much loved by institutional investors but...
