If you had been watching Chinese media for economic news over the past few months you might have noticed something odd.
There's been virtually nothing....
By David Jacobs, Head of Domestic Markets, Reserve Bank of Australia
Address to Australian Government Fixed Income Forum, Tokyo, June 12, 2025
Introduction
It is a pleasure...
From Anders Persson, Chief Investment Officer, Head of Global Fixed Income, Nuveen
Economic resilience: Spreads are tight, but still scope to take credit risk
Underlying our...
From Donald Ellenberger, Senior Portfolio Manager and Head of Yield Curve Committee at Federated Hermes
This month’s slightly cooler U.S. inflation report likely won’t give...
Global corporate credit metrics are likely to improve more for high-yield (HY) issuers than for investment-grade (IG) issuers over the next two years, says...
Dispelling Popular Beliefs Summary
For fixed income investors, the current macroeconomic environment presents uncomfortable choices, with policymakers walking a thin line between combatting inflation and...
From Matthew Macreadie, Executive Director, Credit Strategy and Portfolio Management - IAM Capital Markets
Australia’s inflation problems may see 50bps of further monetary tightening,...
In this educational article, Elizabeth Moran shows how Credit Default Swaps can forewarn investors of trouble ahead.
Large institutional investors with significant bond holdings will...
By Robert M. Almeida, Portfolio Manager and Global Investment Strategist
Soaring policy rates have made cash a competitive asset again, prompting an overdue de-rating...
