No-landing remains a macro risk in the US
There is a place for fixed income Goldilocks
Don’t ignore sovereign credit risk
The eagle has...
Passive investment flows are changing markets. This is a part transcript from the Jana Investment Advisors Conference, where Steve Boothe, who is Head of...
By Arif Husain, Head of fixed income and chief investment officer, fixed income at T. Rowe Price.
During our fixed income policy week discussions, participants...
By Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds, PGIM Fixed Income
The last few years have seen plenty of volatility in...
By Peter Sheahan, Director - Money Markets, Curve Securities
In the pre-Covid era, inverted yield curves were highly predictive of an eventual recession. This is...
With the Federal Reserve now on an easing cycle, investors are turning their attention to the performance of US long duration Treasury bonds. The...
The Federal Reserve (Fed) will keep rates on hold for now, leading many to anticipate hikes at future meetings.
We think that distracts...
According to BetaShares, the Australian ETF industry ended 2023 at an all time high with total market capitalisation of $177.5 billion, representing 33% year...
In a market where risks have risen, diversifying within asset classes, particularly defensive asset classes, is just as important as having a sound mix...
2024 was the second consecutive positive year for global developed credit markets. Full-year 2024 excess returns show the outperformance of high-beta segments (riskier market...



































