From Joe Unwin, Head of Portfolio Management at Apostle Funds Management
Private credit is in the media spotlight right now, but for the wrong reasons.
Frequent...
From Principal Asset Management
With the economy slowing and inflation moderating, the Federal Reserve (Fed) should be gaining the confidence it needs to start rate...
Investing in a post-globalization world with reconfigured global trade necessitates a careful assessment of market opportunities and risks.
T. Rowe Price has released its midyear...
From Ward Brown, Fixed Income Portfolio Manager and Robert Almeida, Portfolio Manager and Global Investment Strategist, MFS Investment Management
What are the structural differences between...
Governments considering blue bonds often have questions about what issuance actually requires. This guide is a practical resource that demystifies the process & allows...
Written By Chamath De Silva Head of Fixed Income, Betashares
With the Fed officially commencing its easing cycle with a 50-basis point cut, much of the...
From Betashares
AI hyperscalers are estimated to spend around US$660 billion on capital expenditure in 2026, fuelling a surge in global bond issuance to...
20+250+16+30% = Recovery?
Robin Usson, Senior Credit Analyst at Federated Hermes, comments on recent developments in the China Property Market
Over the past week and a...
From Guy Stear, Head of Developed Markets Strategy at the Amundi Investment Institute
Three factors that have contributed to the shift in sentiment
▪ Market reversal: Global...
High grade sovereign (or government) bonds remain as relevant as ever in an uncertain and complex market environment.
Today’s bond yields are indeed low, and...
