Despite higher yields, the world is not walking away from bonds - or threatening not to finance government deficits. US Treasury long-term yields of...
The Australian bond market just had its best third-quarter performance since 2011 and the strongest start to a year since 2020. But while investors...
Dr Noah Weinsberger, Managing Director and Dr Xiang Xu, Senior Associate, at PGIM have drafted a very valuable, technical paper assessing stock bond correlations....
From Harvey Bradley, Senior Portfolio Manager at Insight Investment
High real policy rates provide flexibility to cut
With inflation having declined significantly from peak levels, real policy...
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...
The Australian Securities & Investments Commission has released a discussion paper on the dynamics between public and private markets and is seeking submissions and...
To date we have just scratched the surface on some of the big picture themes, and the new year promises fresh challenges and opportunities....
PIMCO has released its latest 6–12 month outlook on the global economy and markets. PIMCO Economist Tiffany Wilding and PIMCO CIO of Global Fixed Income Andrew Balls write:...
Fixed income markets should benefit from continued central bank easing in 2026. We expect lower interest rates in the US as policymakers respond to...
Diversification in private credit investing is becoming more important for income investors, due to unpredictable dynamics in financial markets coupled with geopolitical uncertainty, according...



































