Shifting rate expectations The prospect of higher inflation, resulting from the Middle East conflict, has shifted interest rate expectations; in turn, fixed income market returns...
Global investment manager Franklin Templeton has issued its midyear outlook, which presents market and investment views for the second half of the year and...
As we look ahead to 2025, the forces that drive global credit are rife with mixed signals and extreme valuations. As evidenced over the...
Whether there's a soft landing, hard landing, or no landing at all, it's been a big question for financial markets. What is a soft landing? A...
From Amundi Asset Management Investors expect central banks will tame inflation whatever the cost, even triggering recession if necessary. This may indeed be policymakers’ approach...
By Haran Karunakaran, Investment Director at Capital Group Key takeaways The last few months have seen a significant change in the macroeconomic environment. Policy rates...
By Johann Plé, Green Social and Sustainability Bonds Strategy Manager at AXA Investment Management Over the past few years, the green bond market has grown...
Andrew Canobi, Director Franklin Templeton Fixed Income, says that the contrast couldn’t be starker between Australia and the American GDP growth. “In Q1, 2023 the...
VanEck recently published a detailed Credit and Fixed Income review. Here are some of the highlights. Executive summary If the past 12 months taught investors anything,...
Within fixed income, there are two well-known levers, duration and credit. However, there is also a lesser known third lever, Pure Relative Value investing....

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