Janus Henderson Investors Portfolio Manager Jason England and Global Head of Fixed Income Jim Cielinski explain why investors should prepare for "high for longer"...
From Michael Goosay – Chief Investment Officer, Fixed Income at Principal Asset Management.
Summary of investment implications
EMERGING MARKET DEBT Emerging market debt continues to build momentum,...
Following yesterday's RBA rate hike, Mutual Limited CIO Scott Rundell shares his post mortem:
The RBA surprised markets by hiking the official cash rate an...
ASX-listed bank hybrids are being phased out and will disappear completely by 2032. Interestingly, the number of over-the-counter corporate hybrids is growing, and these...
As US direct lending continues to grow, the market is getting increased attention from actors across the financial system – not all of it...
Not All Private Credit Is Created Equal: Syndicated Term Loans vs Private Credit
Contributing Author
By Jenna Hayes, Executive Director, Income Asset Management
The rapid expansion of private credit has blurred important distinctions within the asset class. “Private credit” is...
Deposit rates are incredibly low and in some cases zero, giving cashed-up investors who want to preserve capital very few choices.
One is to buy...
From Ward Brown, Fixed Income Portfolio Manager and Robert Almeida, Portfolio Manager and Global Investment Strategist, MFS Investment Management
What are the structural differences between...
From PGIM Fixed Income
As anticipation towards tomorrow's tariff announcement mounts, it remains unclear how the approach to reciprocal measures might unfold, e.g., whether they...
The real issue behind the recent banking turmoil is the constriction of credit supply that central banks are inducing notes Andrew Canobi, Director Franklin...



































