Lacking fresh economic data, markets have become increasingly jittery in recent weeks. With reliable reports (namely, the U.S. Bureau of Labour Statistics' Consumer Price...
From Michael Goosay, Chief Investment Officer, Global Fixed Income at Principal Asset Management
Coinciding with the overnight implementation of President Trump's new tariffs, investors saw...
Following yesterday's RBA rate hike, Mutual Limited CIO Scott Rundell shares his post mortem:
At its June monetary policy meeting today, the RBA elected to...
Wealth manager Eaton Vance is currently upbeat about the investment prospects for local-currency-denominated Emerging Market Debt (EMD) and has provided the following outlook.
The Eaton...
By Syed Zamil, Insight Investment
Fallen angels, investment grade bonds that have been downgraded to sub investment grade or high yield bonds, are often overlooked,...
Janus Henderson Investors' Credit Risk Monitor tracks key indicators which impact credit portfolios
An increased number of corporate defaults is expected in light of high yields...
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...
Fixed income markets may be enjoying the calm of tight spreads and stable
headline employment, but Richard Quin, chief investment officer at Bentham Asset Management,...
Latest insights from Nuveen's Q4 2025 Global Investment Committee (GIC). Outlook From Anders Persson, Chief Investment Officer for Global Fixed Income
Best ideas
Securitised assets (especially...
