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,...
The real issue behind the recent banking turmoil is the constriction of credit supply that central banks are inducing notes Andrew Canobi, Director Franklin...
Key takeaways
• Markets are increasingly taking their cues from governments, with fiscal spending and policies becoming key drivers of growth and inflation.
• The US...
The Fed sent a strong signal that interest rates will remain higher for longer, as Franklin Templeton Fixed Income chief investment officer Sonal Desai...
What is the difference between private debt and private credit? Not much, the terms are interchangeable according to these two industry experts.
Nayef Perry, Head...
Socially conscious investors have been putting their money where their mouths are and starting a wave of investments in companies and funds that follow...
The COVID-19 pandemic upended financial markets and delivered an enormous shock to the global economy. It forced a rapid transition from late cycle into...
Elizabeth Moran interviewed Teiki Benveniste, Head of Ares Australia about the company’s outlook, preference for floating rate investments and the performance of Ares funds...
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...
