With surging inflation amid record-low unemployment over the past 18 months, discussions about “secular stagnation” have receded into the background.
However, today’s high inflation stems...
By Benoit Anne, Managing Director, Investment Solutions Group
While there have been plenty of fears in global markets in the recent past, we believe that...
Fixed Income News Australia recently published Two fixed Income Funds return 10%+ over the last year and the article generated significant interest.
Readers liked the...
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...
Rallying bond yields supported fixed-coupon markets, particularly in the US, which now look particularly expensive.
Against a backdrop of rallying sovereign bond markets, credit markets...
Introduction
The challenges humanity faces have never been more important than now. We are in the middle of an environmental transition that requires significant investments...
