From Franklin Templeton
Trump's tariff announcement stunned the markets. To help investors better understand the implications for their portfolios, Stephen Dover, Head of Franklin Templeton...
Key points:
Are investors asking the right questions?
Rate cuts are not a panacea for broken businesses.
What really matters are fundamentals.
Are these the...
This article is an excerpt from the Federated Hermes 1H2025 360 Degree Fixed Income Report
Our outlook for macro, fundamental and technical forces is generally...
From Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers.
It's been difficult for investors to move away from cash. However, the days of...
By Peter Sheahan, Director - Money Markets, Curve Securities
In the pre-Covid era, inverted yield curves were highly predictive of an eventual recession. This is...
By Steven Boothe, Head of Investment-Grade Fixed Income at T. Rowe Price
Diminished price discovery, flawed sampling methodologies, elevated transaction costs, an inability for passive...
-Uncoordinated policy actions point to an uneven path towards net zero greenhouse gas emissions. This could mean higher inflation in the short term and...
My view on fixed income markets at the beginning of 2026 remains consistent with my
perspective from 2025: I continue to expect long-maturity, high-quality government...
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...
