History teaches us that governments struggle to rein in liquidity once it's been unleashed. We're entering a new paradigm in which tangible fixed...
From Betashares AI hyperscalers are estimated to spend around US$660 billion on capital expenditure in 2026, fuelling a surge in global bond issuance to...
Franklin Templeton Fixed Income CIO Sonal Desai disagrees with the Federal Reserve's (Fed's) choice of a larger 50 basis points (bps) instead of a...
Among the notable aspects of the April market shakeout was a sell‑off in longer‑term U.S. Treasuries. My concern is that this may be only...
Article by Manuel Hayes, Senior Portfolio Manager, Insight Investment High yield corporate credit has emerged as one of our asset class picks for 2022 (see:...
From Justin Tyler, Director, Daintree Capital. Please refer to the glossary at the end of the article for a definition of some technical terms. With...
The Federal Reserve (Fed) will keep rates on hold for now, leading many to anticipate hikes at future meetings. We think that distracts...
Alex Veroude, Head of Fixed Income, Janus Henderson, looks at how the breadth of fixed income markets can help balance risks and opportunities and...
  • An overview of asset class performance since the beginning of the Iran war • The correlation between bonds and equities is back up • The...
From the BlackRock Investment Institute • We see more pressure on risk assets in the near term given the major escalation in global trade tensions....

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