From Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers.
When I started in asset management, the chief rationale for bond investing was based...
By Richard Quin, CIO and Principal, Bentham Asset Management
October 2022
Fund structure plays an important part in the performance of credit funds. A well-structured fund...
Franklin Templeton Fixed Income Portfolio Manager Andrew Canobi says the current strong performance of US and Australian credit markets is not likely to continue.
US...
By Sébastien Page, CIO and Head of Global Multi-Asset at T. Rowe Price
There’s no perfect historical analogy for the current environment. Fiscal and monetary...
PIMCO's Tiffany Wilding and Andrew Balls examine how investors should navigate an increasingly fragmented and uncertain global environment.
The investment environment has changed significantly since...
From Garrett Roche, CFA, FRM, Global Market Strategist at Principal Asset Management
The recent and sudden rise of U.S. Treasury yields has pushed long-term interest...
As inflation risks continue to evolve, especially in the United States, the United Kingdom and most of the emerging markets, followed by the Eurozone,...
The 5 Cs of credit is a simple framework to understand the creditworthiness of an individual, company and even government. These days, credit ratings...
From Michael Goosay – Chief Investment Officer, Fixed Income at Principal Asset Management.
Summary of investment implications
EMERGING MARKET DEBT Emerging market debt continues to build momentum,...
Fidante recently hosted a Q&A panel of their fixed income asset managers, which included Teiki Benveniste from Ares Australia Management, Alex Stanley from Ardea...
