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Goldilocks is Back in Fixed Income

Benoit Anne

Goldilocks is back in fixed income Monetary policy divergence No irrational exuberance among investors The surprising comeback of Goldilocks. It probably has not felt...

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Wait and See – Three Things to Watch in 2025

Contributing Author

By R.J Gallo, senior portfolio manager at Federated Hermes The direction of US Treasury yields in the new year hinges heavily on the uncertain economic impact of...

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Best-Performing US Fixed Income Sectors of 2024 – What Worked, What Didn’t?

Contributing Author

John Lloyd and John Kerschner, Fixed Income Portfolio Managers at Janus Henderson Investors review the best-performing US fixed income sectors of 2024 – what...

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Let Powell Drive The Bus

Contributing Author

Deborah Cunningham, CFA, Chief Investment Officer, Global Liquidity Markets, Senior Portfolio Manager, Executive Vice President, Federated Hermes, shares her thoughts on the upcoming FOMC...

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Relative Value of New Bank Issuance

Contributing Author

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...

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Trump and the US Govt 10-Year

Chris Iggo

Markets have responded as expected to Donald Trump's victory – higher Treasury bond yields, firmer equities, and a stronger dollar. It is a re-run...

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Outlook For Green and Sustainability Bonds

Johann Plé

There are three reasons to be optimistic writes Johann Plé, Green Social and Sustainability Bonds Strategy Manager at AXA Investment Management Last year was a...

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Public and Private Credit: Where Investors Should Focus

Contributing Author

From Brian Carney and Kevin Minas, Mawer Executive Summary Private credit assets under management have boomed over the past decade with various estimates putting the...