By John Li, Head of Asia Fixed Income and Credit Strategy, J.P. Morgan Private Bank.
Long-end pain, front-end gain
With 10-year and 30-year yields hitting multi-decade...
Investors in sub investment grade (sub-IG) private debt are facing the prospect of their first meaningful default cycle later this year and into 2024. In...
Rallying bond yields supported fixed-coupon markets, particularly in the US, which now look particularly expensive.
Against a backdrop of rallying sovereign bond markets, credit markets...
Bond income returns potentially higher in 2025
Confidence in US growth should sustain performance
Asia's economy has become increasingly challenging.
Many bond investors have...
What is the true health of the Australian economy? Challenger Chief Economist Dr Jonathan Kearns suggests it may be uglier than the figures released yesterday...
The US high-yield credit market has been a reliable asset class for investors growth fixed income allocations over the past decade. Grant Webster, Co-Head...
While the consensus market outlook has shifted, US Treasuries don't appear to be following along, according to Western Asset, part of Franklin Templeton.
Robert Abad,...
