From Mark Dove, Junior Credit Portfolio Manager, Federated Hermes Limited With a global recession looking more and more likely to materialise in the near future,...
In brief -Volatility has risen considerably in the eurozone, which may ultimately pave the way for buying opportunities. -European fixed income valuation has improved. -Disinflation is back...
Recently I interviewed Christophe Fritsch, Head of Fund Management and Structured Finance at AXA IM Alts. It was great to get a European view...
From Insight Investment The Fed took a modestly more hawkish tone at the latest FOMC meeting. It announced it will begin slowing its pace of...
The liquidity rush has shifted global credit markets, with the Australian market now more attractive than ever. How have we gotten to this point,...
From Challenger chief economist Dr Jonathan Kearns The RBA’s pandemic era Term Funding Facility (TFF) comes to an end this week with the final date...
After a challenging period for fixed-income markets, conditions look to be right for a better year in bonds according to Aviva Investors. • The reasons...
The US high-yield credit market has been a reliable asset class for investors growth fixed income allocations over the past decade. Grant Webster, Co-Head...
A yield curve shows the relationship between interest rates and the term to maturity. It plots interest rates on the y-axis and term to...
The Fed chose a bold first move to ensure the "soft landing" can remain soft. The ensuing trajectory remains very dependent on the...

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