By Michael Goosay, Chief Investment Officer, Fixed Income at Principal Asset Management. From Principal Asset Management’s second quarter 2025, Fixed income perspectives.
Markets are being...
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...
Andrew Canobi, Director and Portfolio Manager Franklin Templeton Fixed Income, argues that the debate over the US debt ceiling is a timely reminder of...
Concerns over rising US deficits, growing debt burdens and decreasing demand for US Treasuries are somewhat overstated: Western Asset
Western Asset, part of Franklin Templeton,...
Key takeaways
• Markets are increasingly taking their cues from governments, with fiscal spending and policies becoming key drivers of growth and inflation.
• The US...
by Benoit Anne, Managing Director - Investment Solutions Group, MFS Investment Management
Can US government bonds withstand the growing mountain of debt?
We have a fiscal...
Emma Lawson, Fixed Interest Strategist - Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market Review
The...
Bill Bovingdon is the chief investment officer at Altius Asset Management. Altius is an experienced, specialist fixed interest asset manager that is 100% owned...
Despite macroeconomic risks, the global economy is growing, and earnings continue to be strong.
But there are things on the horizon that demand investors’ attention,...
The fixed income universe incorporates an incredibly diverse range of strategies and approaches designed to deliver alpha returns. Very few target the sector’s ‘Fallen...
