A major macro regime transition for 2025
Risks to US market rates are no longer skewed to the downside
Rosy vs. gloomy, a...
Summary
Lower interest rates will support asset performance. Interest rate cuts in 2025 will continue to support improving asset performance in the Australian residential mortgage-backed...
Inflation continues to be a key theme and despite its recent peak, may stick around for longer than expected. In the second installment of...
If you are thinking about investing direct, then there are a number of factors you’ll need to assess.
While many of the metrics will be...
by Benoit Anne, Managing Director - Investment Solutions Group, MFS Investment Management
Can US government bonds withstand the growing mountain of debt?
We have a fiscal...
Income Asset Management's Head of Credit Strategy - Matthew Macreadie, provides his credit outlook for 2023.
It is the starting point that counts
After enduring...
From Anders Persson, Chief Investment Officer, Head of Global Fixed Income, Nuveen
Economic resilience: Spreads are tight, but still scope to take credit risk
Underlying our...
Fixed income markets should benefit from continued central bank easing in 2026. We expect lower interest rates in the US as policymakers respond to...
Fixed income investment manager, Western Asset, part of Franklin Templeton, has updated their outlook for global bonds as inflation continues its downward trend and...
By Kellie Wood, Head of Fixed Income at Schroders
The third quarter of 2025 delivered strong performance across global asset markets, with the United States...



































