Featured Archives

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Managing Credit’s Pricing of Perfection

Benoit Anne

For some investors, credit spread valuation may be perceived as a major headwind for fixed income. But we are of the view that the...

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Buying Bonds – OTC vs ETFs

Peter Moussa

When investing in bonds, two common avenues are buying bonds directly Over the Counter (OTC) or buying bond Exchange-Traded Funds (ETFs). Both methods offer...

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The Fed’s Drive Towards Neutral: Slowed, But Not Stopped

Contributing Author

PGIM Fixed Income chief investment strategist and head of global bonds, Robert Tipp, CFA, and Tom Porcelli, chief U.S. economist share their views on...

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Trump and the US Govt 10-Year

Chris Iggo

Markets have responded as expected to Donald Trump's victory – higher Treasury bond yields, firmer equities, and a stronger dollar. It is a re-run...

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Extra Credit – Fallen Angels: Boeing on the Precipice

Contributing Author

From Mawer Credit Team When this piece was being written, Boeing had not filed their US$25 billion shelf prospectus and the company was a downgrade...

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ESG and EM Under a New President

Contributing Author

Ninety One chief sustainability officer Nazmeera Moola, emerging market fixed income portfolio manager Thys Louw, and emerging markets equity portfolio manager Archie Hart share...

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US Election: The Path Forward For Investors

Seema Shah

Despite initial concerns that the outcome of the Presidential election might remain uncertain for days or even weeks, a decisive Republican performance has made...

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Three Policy Developments to Watch After the US Election

Contributing Author

Gil Fortgang, Washington Associate Analyst at T. Rowe Price shares three policy developments to watch after the U.S. election: 1. Personnel is policy Regardless of whether...

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A Guide to Fixed Income and the US Election

Mitch Reznick

By Mitch Reznick, head of sustainable fixed income at Federated Hermes Vice President Kamala Harris and former President Donald Trump remain neck and neck in...