By Michael Goosay, Chief Investment Officer, Fixed Income at Principal Asset Management. From Principal Asset Management’s second quarter 2025, Fixed income perspectives.
Markets are being...
Market booms often lure investors into cyclical businesses, but history shows these cycles can be short-lived and expose investors to severe drawdowns and...
By Andrew Lakeman, Atlantic House Co-Founder
Stagflation – the uncomfortable coexistence of rising prices and slowing growth – is a topic being raised by investors...
by Robert Almeida, Portfolio Manager and Global Investment Strategist, MFS Investment Management
Historical patterns can provide a useful roadmap for the future but can sometimes...
Globally, central banks are starting to cut interest rates, New Zealand and UK have both cut and cuts look imminent in the US. Our...
I’ve had a number of questions about inflation over the last few weeks and thought I would share them with you. First here’s a...
Scott Solomon, Co-Portfolio Manager for Dynamic Global Bonds Strategy at T. Rowe Price shares his views on the rising U.S. 10-year Treasury yield and its...
By Matthew Macreadie, Income Asset Management
A kangaroo bond is an Australia-dollar denominated bond issued by a non-Australian company in the Australian debt market to...
History teaches us that governments struggle to rein in liquidity once it's been unleashed.
We're entering a new paradigm in which tangible fixed...
From Principal Asset Management
With the economy slowing and inflation moderating, the Federal Reserve (Fed) should be gaining the confidence it needs to start rate...



































