After a challenging period for fixed-income markets, conditions look to be right for a better year in bonds according to Aviva Investors.
• The reasons...
Key Insights:
The artificial intelligence (AI) and data center build‑out is intrinsically linked to economic growth and national security. It carries very different dynamics...
— Immigration restrictions may reduce the U.S. labor force by 2.1 million people, which could cause upward wage pressure and push inflation higher.
— We...
In a market where risks have risen, diversifying within asset classes, particularly defensive asset classes, is just as important as having a sound mix...
My view on fixed income markets at the beginning of 2026 remains consistent with my
perspective from 2025: I continue to expect long-maturity, high-quality government...
Investors are increasingly directing their fixed income portfolios towards passive Exchange-Traded-Funds (ETFs) and term deposits (TDs) for cost-efficiency. However, this move may undervalue the...
From Anders Persson, Chief Investment Officer, Head of Global Fixed Income at Nuveen, regarding the latest fixed income insights from Nuveen's 2025 Global Investment Committee...
Janus Henderson Investors' Credit Risk Monitor tracks key indicators which impact credit portfolios
All three traffic lights monitored by Janus Henderson Investors' credit team continued...
Late November, the Australian Securitisation Forum (ASF) held its annual conference in Sydney. Asset Backed Securities (ABS) are much loved by institutional investors but...
