By Patrick Marshall, Head of Private Debt & CLOs, and Carina Spitzkopf, Director, at the international business of Federated Hermes. Federated Hermes is a...
From Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers.​ When I started in asset management, the chief rationale for bond investing was based...
A renewed US-China trade war under a potential second Trump presidency could disrupt global growth, financial markets and supply chains through aggressive tariff measures...
By Andrew Lakeman of Atlantic House, a London-based boutique investment manager specialising in derivatives-based strategies. The fixed income landscape has shifted significantly in recent years,...
In brief ■ Capital cycles are imperfect, showing a tendency for booms and busts. ■ Over the past year, investors have focused on the economy and...
John Lloyd and John Kerschner, Fixed Income Portfolio Managers at Janus Henderson Investors review the best-performing US fixed income sectors of 2024 – what...
In this educational article, Elizabeth Moran shows how Credit Default Swaps can forewarn investors of trouble ahead. Large institutional investors with significant bond holdings will...
Big section numbers, even bigger risks The case for duration may be a bit stronger in Europe than in the US The investor...
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...
The 5 Cs of credit is a simple framework to understand the creditworthiness of an individual, company and even government. These days, credit ratings...

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