Investment-grade credit has had an encouraging start to 2024 – but are these really “Goldilocks” conditions for the asset class? In their latest Q&A,...
Andrew Canobi, Director and Portfolio Manager Franklin Templeton Fixed Income, argues that the debate over the US debt ceiling is a timely reminder of...
Thomas Poullaouec, Head of Multi-Asset Solutions APAC at T. Rowe Price, and his team have published their latest insights on global asset allocation and...
By Michael Goosay, chief investment officer fixed income, Principal Asset Management
What lies ahead for fixed income investors in the year ahead?
In short, heightened uncertainty...
by Robert Almeida, Portfolio Manager and Global Investment Strategist, MFS Investment Management
Historical patterns can provide a useful roadmap for the future but can sometimes...
Ninety One's Multi-Asset Credit team explains how the bank capital (AT1) market has staged a remarkable recovery since last year's turmoil following the collapse...
Income Asset Management (IAM) proposes two model portfolio solutions for wholesale investors.
The two models provide investors with a conservative and transparent portfolio allocated to;
(i)...
From Moody's Ratings
Mortgage delinquency rates, which have started to decline in most areas around Australia, are set to continue to go down over the...
High grade sovereign (or government) bonds remain as relevant as ever in an uncertain and complex market environment.
Today’s bond yields are indeed low, and...
