Key messages:
This week's data will test how much more the long end can absorb. Core PCE and payrolls will be particularly important, although...
The start of 2024 has caught many investors off guard. Resilient US growth and inflation have defied expectations, leading to higher bond yields and...
Franklin Templeton has identified 'preparedness' as the overarching theme for 2025, cautioning investors to adjust their expectations after two years of superior returns. "It...
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...
From Tim Murray, Capital Markets Strategist, Multi‑Asset Division at T. Rowe Price
The U.S. Federal Reserve now appears almost certain to begin a rate‑cutting cycle...
Philip Brown, Head of Research at FIIG Securities, says there are ways to capture the benefits of an Australian economy moving towards an interest...
Elizabeth Moran sat down with emerging market expert Damien Buchet CIO at Finisterre Capital and previously Head of EM Fixed Income at AXA Investment...
By Peter Sheahan, Director - Money Markets, Curve Securities
In the pre-Covid era, inverted yield curves were highly predictive of an eventual recession. This is...
Tomasz Wieladek, Chief European Macro Economist at T. Rowe Price, shares his views on UK Gilts and Euro area as follows:
UK Gilts continue to...
From Robert Tipp, chief investment strategist and head of global bonds, PGIM Fixed Income
Lacklustre Q4 performance sets the stage for a 2025 bull market
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