Ninety One's Multi-Asset Credit team explains that various factors are distorting the headline index spread in the US high-yield market and suggests investors look to...
Amundi Asset Management has provided commentary on the recent market and banking sector uncertainty in Europe.
Uncertainty in markets continued at the end of last...
From Tim Murray, Capital Markets Strategist, Multi‑Asset Division at T. Rowe Price
The U.S. Federal Reserve now appears almost certain to begin a rate‑cutting cycle...
Written By Chamath De Silva Head of Fixed Income, Betashares
With the Fed officially commencing its easing cycle with a 50-basis point cut, much of the...
Commentary on key market themes for Q4 2024 from Seema Shah, Chief Global Strategist at Principal Asset Management.
A globally synchronised downturn produces a globally...
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...
Commentary from Paul Miron, Managing Director and co-founder of Sydney-based private credit provider Msquared Capital, on the importance of transparency in the private credit market.
"As...
An excerpt from the State Street 2Q26 Fixed Income Forecast
From an economic perspective, the shorter the conflict, the more likely that the shock is...
