Shifting rate expectations
The prospect of higher inflation, resulting from the Middle East conflict, has shifted interest rate expectations; in turn, fixed income market returns...
Global investment manager Franklin Templeton has issued its midyear outlook, which presents market and investment views for the second half of the year and...
From Amundi Asset Management
Investors expect central banks will tame inflation whatever the cost, even triggering recession if necessary. This may indeed be policymakers’ approach...
By Haran Karunakaran, Investment Director at Capital Group
Key takeaways
The last few months have seen a significant change in the macroeconomic environment. Policy rates...
By Johann Plé, Green Social and Sustainability Bonds Strategy Manager at AXA Investment Management
Over the past few years, the green bond market has grown...
Andrew Canobi, Director Franklin Templeton Fixed Income, says that the contrast couldn’t be starker between Australia and the American GDP growth.
“In Q1, 2023 the...
VanEck recently published a detailed Credit and Fixed Income review. Here are some of the highlights.
Executive summary
If the past 12 months taught investors anything,...
Within fixed income, there are two well-known levers, duration and credit. However, there is also a lesser known third lever, Pure Relative Value investing....
