The combined US unemployment and inflation picture suggests the Federal Reserve (Fed) will take monetary policy easing slowly. Two more 25 basis point (bp)...
In brief
-Volatility has risen considerably in the eurozone, which may ultimately pave the way for buying opportunities.
-European fixed income valuation has improved.
-Disinflation is back...
The fear of the Fed macro regime is back, but for how long?
Which are the defensive assets of global fixed income?
The...
Credit ratings are important indicators of risk and return in fixed income markets.
They give investors an indication of the perceived future risk they are...
Income Asset Management's Head of Credit Strategy - Matthew Macreadie, provides his credit outlook for 2023.
It is the starting point that counts
After enduring...
Why Government bonds may be your safe harbour while smart credit picks may help drive returns - Three global themes investors should not ignore.
Government bonds are...
From Anders Persson, Chief Investment Officer, Head of Global Fixed Income, Nuveen
Economic resilience: Spreads are tight, but still scope to take credit risk
Underlying our...
I read a lot and when something new comes across the desk, I want to read more. This happened last week when Ferguson Hyams...
Adam Whiteley, Head of Global Credit at Insight Investment visited Australia this week and I was very fortunate to be given the opportunity to...
If history is any guide, at this juncture bonds may be a more attractive proposition than equities, at least in the short term.
From Henry...


































