Comments from Janus Henderson Portfolio Manager and Head of US Fixed Income Greg Wilensky.
Amid a tumultuous first half of 2025, laden with tariff announcements,...
Cautious approach to risk assets: Over 80% of insurance firms express a cautious stance towards risk assets, signalling an intent to reduce exposure over...
From Harvey Bradley, Senior Portfolio Manager at Insight Investment
High real policy rates provide flexibility to cut
With inflation having declined significantly from peak levels, real policy...
The Santa Clara, California-based Silicon Valley Bank (SVB) has collapsed. This is the second-largest banking failure in US history and the largest failure since...
Comments from Patrick Marshall, Head of Private Credit at Federated Hermes on the Private Credit market at the halfway point of 2024.
“A visit to Australia was high...
Elizabeth Moran sat down with emerging market expert Damien Buchet CIO at Finisterre Capital and previously Head of EM Fixed Income at AXA Investment...
Rapid growth of this opaque and highly interconnected segment of the financial system could heighten financial vulnerabilities given its limited oversight.
From Charles Cohen, Caio Ferreira, Fabio...
Commentary from Insight Investment's Head of Global Credit, Adam Whiteley, on the outlook for bonds / global credit.
How bonds are faring in the new inflationary environment
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From Mawer Global Credit Team
Credit markets today reflect a level of calm that feels increasingly out of sync with reality. Investment grade and high...
