Part of an insight article from Ardea Investment Management.
1Q22 saw a historically large sell-off of bonds. A lot of policy tightening is now priced...
From Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers.
It's been difficult for investors to move away from cash. However, the days of...
From Craig Brooke, KeyInvest CEO
Strictly speaking, private credit (or debt) is a sub-asset class of fixed income where companies borrow and investors lend. However,...
Key Points
Fixed income remains one of the most useful and flexible asset classes, especially during uncertain times
Higher income has become a much...
Investing in a post-globalization world with reconfigured global trade necessitates a careful assessment of market opportunities and risks.
T. Rowe Price has released its midyear...
In Brief:
Investors welcome deregulation under Trump 2.0
The US government played a dominant role in financial markets under the last three administrations
How...
Stress testing is no longer just something banks and regulators do. It has become an essential discipline for investors seeking consistent long-term returns, particularly...
There can be four different yields mentioned when referring to bonds and fixed income products and it’s important to understand the distinction between them....
From Matthew Macreadie, Executive Director, Credit Strategy and Portfolio Management - IAM Capital Markets
Australia’s inflation problems may see 50bps of further monetary tightening,...
