Signs of a confidence shock
Rate volatility is back
Where are the safe-havens?
The market symptoms of a confidence shock. It is rather uncommon to...
By Robert Tipp, Managing Director, Chief Investment Strategist, and Head of Global Bonds at PGIM Fixed Income
This could be one of the more fraught...
By Jay Sivapalan, Head of Australian Fixed Interest and Emma Lawson, Fixed Interest Strategist – Macroeconomics at Janus Henderson Investors.
President Trump's tariff policy has...
From Michael Goosay, Chief Investment Officer, Global Fixed Income at Principal Asset Management
Coinciding with the overnight implementation of President Trump's new tariffs, investors saw...
FINA’s Fixed Income ETF Finder has been updated. Here, editorial director, Elizabeth Moran summarises the changes, including new ETFs, inflows, and the best and...
From the BlackRock Investment Institute
• We see more pressure on risk assets in the near term given the major escalation in global trade tensions....
Trillions of dollars of household wealth have been lost because of the stock market rout. A nasty doom loop is in danger of developing...
By Benoit Anne, Senior Managing Director, Strategy and Insights Group, MFS Investment Management & Market Insights Team, 7 April 2025, London
Last week’s US tariff...
From Franklin Templeton
Trump's tariff announcement stunned the markets. To help investors better understand the implications for their portfolios, Stephen Dover, Head of Franklin Templeton...
What is the announcement, and how does it compare to market expectations?
President Trump announced that he would apply a minimum 10% tariff on all...