From Chief Investment Officer, Michael Goosay. This is an extract from Principal Asset Management’s 4Q24 report.
It has certainly been an eventful quarter for fixed...
From Martin Rea, Senior Consultant, JANA Investment Advisers about the impact of Hurricane Milton on the Catastrophe Bond Market.
The worst seems to be...
Commentary on key market themes for Q4 2024 from Seema Shah, Chief Global Strategist at Principal Asset Management.
A globally synchronised downturn produces a globally...
By Andrew Lakeman of Atlantic House, a London-based boutique investment manager specialising in derivatives-based strategies.
The fixed income landscape has shifted significantly in recent years,...
As global interest rates start to ease, investors are faced with new challenges and critical decisions in managing risk while seeking yield in fixed...
If you had been watching Chinese media for economic news over the past few months you might have noticed something odd.
There's been virtually nothing....
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...
