Featured Archives

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Finding a Sweet Spot for Local Emerging Market Debt

Contributing Author

From Ward Brown, Fixed Income Portfolio Manager and Robert Almeida, Portfolio Manager and Global Investment Strategist, MFS Investment Management What are the structural differences between...

Featured

Let Powell Drive The Bus

Contributing Author

Deborah Cunningham, CFA, Chief Investment Officer, Global Liquidity Markets, Senior Portfolio Manager, Executive Vice President, Federated Hermes, shares her thoughts on the upcoming FOMC...

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The Tariff Boomerang

Chris Iggo

Markets rumbled the White House. The sharp drop in US equity market value - which of course means a sharp drop in US household...

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The (Jackson) Hole in the Story and Two Drivers Supporting the Market Backdrop

Benoit Anne

There is some potential disconnect around the Fed The US consumer is doing just fine Two positive drivers in support of the market backdrop The...

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Read Between The Loans: The Big Questions Facing US Private Credit

Michael Smith

As US direct lending continues to grow, the market is getting increased attention from actors across the financial system – not all of it...

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Credit Default Swaps and Credit Suisse

Elizabeth Moran

In this educational article, Elizabeth Moran shows how Credit Default Swaps can forewarn investors of trouble ahead. Large institutional investors with significant bond holdings will...

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Fitch Ratings: Better Credit Trend Forecast for HY than IG Corporates

Contributing Author

Global corporate credit metrics are likely to improve more for high-yield (HY) issuers than for investment-grade (IG) issuers over the next two years, says...

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Five High Yield ETFs to Beat Inflation

Elizabeth Moran

Inflation continues to be a key theme and despite its recent peak, may stick around for longer than expected. In the first of a...

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Election Reconsideration, A Fed Recalibration and Credit Diversification

Contributing Author

Nuveen's CIO, Saira Malik, shares her key takeaways on the weight of the upcoming US election and how this is affecting markets. Saira also...

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Surprise Hike Proves Inflation Not Slayed

Scott Rundell

Following yesterday's RBA rate hike, Mutual Limited CIO Scott Rundell shares his post mortem: At its June monetary policy meeting today, the RBA elected to...