From Sriram Reddy, Managing Director - Credit, Man GLG
Introduction
We have been speaking about the end of the credit cycle for some time, but the...
It is little surprise that the word “stagflation” is trending as the world grapples with the possibility of both slower economic growth and higher...
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,...
When markets inevitably change course, risks and opportunities reset, with one investor’s new opportunity another’s pitfall. This is the essence of a dynamic market...
Thomas Poullaouec, Head of Multi-Asset Solutions APAC at T. Rowe Price, and his team have published their latest insights on global asset allocation and...
Markets rumbled the White House. The sharp drop in US equity market value - which of course means a sharp drop in US household...
ETF investors continue to show strong interest in personalization; Familiarity with direct indexing grows - A report from Schwab Asset Management in the U.S.
Fixed...
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...
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,...
Emma Lawson, Fixed Interest Strategist - Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market Review
The...



































