For some investors, credit spread valuation may be perceived as a major headwind for fixed income. But we are of the view that the...
From Seema Shah, Chief Markets Strategist, Principal Asset Management With the fruitful tandem of low central bank policy rates and muted inflation no longer carrying...
By R.J Gallo, senior portfolio manager at Federated Hermes The direction of US Treasury yields in the new year hinges heavily on the uncertain economic impact of...
On June 12, the U.S. Bureau of Labor Statistics reported the latest Consumer Price Index for All Urban Consumers (CPI-U) in June. The CPI...
Franklin Templeton's Fixed Income Chief Investment Officer Sonal Desai says January inflation print confirms that the "last mile" of disinflation may prove to be...
The sovereign debt wave is at a historic peak and appears to continue growing. With higher inflation and reduced liquidity some countries will be...
Gil Fortgang, Washington Associate Analyst at T. Rowe Price shares three policy developments to watch after the U.S. election:  1. Personnel is policy Regardless of whether...
A Biden win in the US presidential election, and vaccines with 90% plus efficacy have lifted financial markets and sentiment has changed to a...
Investors have endured a tough year. Barry Gill, Head of Investments, UBS Asset Management, introduces the year-end edition of their investment publication and discusses...
Incarceration Day If April 2nd was Liberation Day, this may feel like Incarceration Day then. In any case, let’s party as if it were pre-April 2025. The...

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