Amid the resurgence of market volatility from US President Trump’s tariff threats, broader policy uncertainty, and elevated equity market valuations, there is a worthy...
Stress testing is no longer just something banks and regulators do. It has become an essential discipline for investors seeking consistent long-term returns, particularly...
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...
From Benoit Anne, Senior Managing Director, Head of Markets Insights Group & Erik Weisman, Chief Economist, MFS Investment Management
Market Insights
How to hedge rising...
One of the great advantages of managing benchmark unaware credit strategies is the greater avenues at your disposal to extract higher risk returns through...
Rising US Treasury yields are being driven by higher real yields, not inflation fears, according to Brandywine Global, Head of Macro Strategy, Paul Mielczarski.
"Stronger...
Private markets continue to grow in scale and influence, offering new sources of investor return and diversification. This part transcript is from the recent...
Hybrids have long been sought after for high income and franking credits. The Australian market mostly consists of bank and financial institution securities that...
From Andrew Canobi, Director, Franklin Templeton Fixed Income
"Today, the Reserve Bank of Australia (RBA) announced its first rate cut since 2020, reducing the cash...
