There are three reasons to be optimistic writes Johann Plé, Green Social and Sustainability Bonds Strategy Manager at AXA Investment Management Last year was a...
For some investors, credit spread valuation may be perceived as a major headwind for fixed income. But we are of the view that the...
Written By Chamath De Silva Head of Fixed Income, Betashares With the Fed officially commencing its easing cycle with a 50-basis point cut, much of the...
Bad monetary policies often lead to economic and financial turmoil While today's banking crisis is of a different scale than the global financial...
Key takeaways • Uncertainty has driven many investors to take flight from markets and shift into cash-like investments. However, an analysis of past rate cycles...
By Benoit Anne, Managing Director, Investment Solutions Group While there have been plenty of fears in global markets in the recent past, we believe that...
Signs of a confidence shock Rate volatility is back Where are the safe-havens?  The market symptoms of a confidence shock. It is rather uncommon to...
Next 10 years could see higher growth and lower inflation compared with our 2023 long-term forecasts, partly due to productivity gains from the...
From Garrett Roche, CFA, FRM, Global Market Strategist at Principal Asset Management The recent and sudden rise of U.S. Treasury yields has pushed long-term interest...
From Brian Carney and Kevin Minas, Mawer Executive Summary Private credit assets under management have boomed over the past decade with various estimates putting the...

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