An extract from The Art of Boring, Mawer Investment Management Podcast Episode 196, with Brian Carney, Portfolio Manager of the Mawer Global Credit Opportunities...
Commentary from John Kerschner, Head of U.S. Securitized Products at Janus Henderson on April’s inflation print and what the implications may be for the...
Fixed income investment manager, Western Asset, part of Franklin Templeton, has updated their outlook for global bonds as inflation continues its downward trend and...
Amundi’s Global Investment Committee recently published an excellent paper on investing in second half 2022. Here we republish its Top Convictions, as well as...
In this educational article, Elizabeth Moran shows how Credit Default Swaps can forewarn investors of trouble ahead.
Large institutional investors with significant bond holdings will...
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute identifies five themes worth watching in the year ahead.
1. Secular stagnation returns
As 2023...
By Ken Hanton, Independent Fixed Income Specialist
What a year 2024 turned out to be for the Australian securitisation market. For the first time ever,...
Bill Bovingdon is the chief investment officer at Altius Asset Management. Altius is an experienced, specialist fixed interest asset manager that is 100% owned...
