Featured Archives

Featured

The New Architecture of Institutional Credit

Contributing Author

How investors and issuers are adapting to structural changes shaping the next era of credit. From Anders Persson Chief Investment Officer, Head of Fixed...

Featured

The FAT Trade (Forget About Trump)

Chris Iggo

The S&P 500 is up 11% since 9 April and the deadline for what US President Donald Trump will do with tariffs is approaching....

Featured

Hedging Geopolitical Risks & Fixed Income Regains Diversification, HY Resilience

Contributing Author

From Benoit Anne, Senior Managing Director, Head of Markets Insights Group & Erik Weisman, Chief Economist, MFS Investment Management Market Insights How to hedge rising...

Featured

Australia’s Bond Market in a Volatile World

Contributing Author

By David Jacobs, Head of Domestic Markets, Reserve Bank of Australia Address to Australian Government Fixed Income Forum, Tokyo, June 12, 2025 Introduction It is a pleasure...

Featured

US Dollar Negatives To Take Precedence In Longer Run

Arif Husain

During recent client meetings, my outlook for higher U.S. Treasury yields in the longer term has often been high on the agenda. Clients have...

Featured

Midyear Investment Outlook For Australian Investors

Contributing Author

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...

Featured

Peak Tariff Fears But US Risk Premium Persists

Benoit Anne

Big section numbers, even bigger risks The case for duration may be a bit stronger in Europe than in the US The investor...

Featured

Mid-year Perspectives 2025: Cutting Through The Noise

Seema Shah

After one of the most volatile stretches in recent memory, the middle of 2025 offers an important moment to pause and take stock. Over...

matthew nest state street global advisers

Featured

The Push and Pull of Fundamentals vs Recession Indicators

Elizabeth Moran

We sat down with Matthew Nest, Global Head of Active Fixed Income, State Street Global Advisers, the 4th largest asset manager worldwide, to discuss...