From Charlie Jamieson, Chief Investment Officer, Jamieson Coote Bonds
Recent commentary has focused on the supposed perils of steeper sovereign yield curves, which have featured...
By Michael Goosay, Principal Asset Management
Reflecting on 2025, investors have encountered uncertainty fuelled by tariffs, geopolitical conflicts in Europe and the Middle East, and...
By Bruno Bamberger, Senior Solutions Strategist at AXA IM
Money market and short-dated (one-to-five-year) bond yields are the highest they have been since the end...
Following yesterday's RBA rate pause, Mutual Limited CIO Scott Rundell shares his post mortem:
RBA July 2023 Monetary Policy Decision – a pause for reflection...
All sorts of companies and people extend credit. Fixed income credit is essentially the activity of lending to groups other than governments, which generally...
By Laura Cooper, managing director, head of macro credit and global investment strategist, Nuveen.
It's been difficult to chase duration across global rates. Just as...
By Erik S. Weisman, Chief Economist and Portfolio Manager, MFS Investment Management
The jury is out on whether the United States economy will be able...
Major Asset Classes: Equities, Bonds and Cash
Although global bond yields lifted modestly further and forward earnings slipped lower in October, global equities rebounded as...
