Within fixed income, there are two well-known levers, duration and credit. However, there is also a lesser known third lever, Pure Relative Value investing....
Janus Henderson Investors’ Credit Risk Monitor tracks key indicators which impact credit portfolios.
• “Cashflow and Earnings” and “Access to Capital Markets” indicators have moved...
FIIG Securities recently published its 2024 Macro Strategy Outlook. Here we republish its Lock Investment Strategy designed to maximise medium term profits while minimising...
Economic indicators are weakening in Australia but that doesn’t mean that yields will fall the way many expect says Andrew Canobi, Portfolio Manager for...
From asset manager Wellington Management
The nature of economic cycles is changing. Domestic output gaps are expected to be far more important in determining inflation...
By Daleep Singh, Chief Global Economist, Head of Global Macroeconomic Research, PGIM Fixed Income
If central banks' urgency to return inflation to their respective targets...
Franklin Templeton provides some key macro and investment themes as well an outlook dashboard on their views of sub sectors.
Our growth projections for the...
After a challenging period for fixed-income markets, conditions look to be right for a better year in bonds according to Aviva Investors.
• The reasons...
How the prices of goods and services have changed is not only an enduringly, topical conversation point, it offers a fascinating insight into society...
By Benoit Anne, Managing Director, Investment Solutions Group
While there have been plenty of fears in global markets in the recent past, we believe that...
