By Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds, PGIM Fixed Income
As expected, after the strong interest-rate rally in the fourth...
Real yields near post-GFC highs, set against forecasts of negative productivity growth.
From Chamath De Silva, Head of Fixed Income at Betashares
Australia's productivity problem has...
Last week I interviewed Darren Wills, BlackRock’s APAC Head of Fixed Income in iShares and Institutional Index Investments. Darren shares much in this interview...
Steven Spearing and Joe Unwin, portfolio managers from Apostle Fund Managers provide an overview of the fund manager, their view of the bond markets,...
By Magdalena Polan, Head of Emerging Market Macroeconomic Research, PGIM Fixed Income
A changing US-China relationship, the regionalisation of global supply chains and the reemergence...
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute identifies five themes worth watching in the year ahead.
1. Secular stagnation returns
As 2023...
What happens to inflation is key for investors. If inflation fails to fall further, bond yields are
likely to rise further.
The collapse of the Middle...
Article sourced from Kapstream Capital
For a time, when interest rates were low, the benefits of investing in fixed income was reduced.
Investors, in their chase...
From Fraser Lundie, Head of Fixed Income – Public Markets, Federated Hermes Limited
Amid the significant uncertainty facing corporate credit investors today, several bright spots...
