Ninety One's Multi-Asset Credit team explains that various factors are distorting the headline index spread in the US high-yield market and suggests investors look to...
Markets were recently rattled by three executive orders announcing tariff increases on Mexico, Canada, and China, marking an opening salvo of President Donald Trump’s...
Despite initial concerns that the outcome of the Presidential election might remain uncertain for days or even weeks, a decisive Republican performance has made...
Commentary on key market themes for Q4 2024 from Seema Shah, Chief Global Strategist at Principal Asset Management.
A globally synchronised downturn produces a globally...
Liz Harrison, Fixed Interest Analyst – ESG at Janus Henderson, discusses how the change of government could see confident commitment to net zero targets...
Despite the focus on credit spreads, yield has proven to be a more reliable indicator of high yield market attractiveness. With a strong correlation...
This article has been submitted by Income Asset Management
In consideration of further rate increases from the RBA, fixed income markets are largely ‘pricing in’ the current...
From Robert Tipp, chief investment strategist and head of global bonds, PGIM Fixed Income
Lacklustre Q4 performance sets the stage for a 2025 bull market
No...
