Ninety One's Multi Asset Credit team explains that although the high-yield debt market compares favourably with bank capital from the perspective of index-level credit...
Monthly Market Views: Fixed income resilience and equity market divergence
Rate expectations
Fixed income performance has been inversely correlated to duration since the start of the...
A report from T. Rowe Price Head of Multi-Asset Solutions APAC Thomas Poullaouec and team covering an AU/APAC focus.
MARKET PERSPECTIVE
The outlook for the...
By Catherine Braganza, Senior Portfolio Manager, Insight Investment
This excerpt is derived from Insight Investment’s ‘Thoughts for 2025’ Paper. To view the full report, click...
By April LaRusse, Head of Investment Specialists, Insight Investment
The Bloomberg Global Aggregate Bond Index is one of the most widely used fixed income benchmarks....
Macro Talking Points from MFS Investment Management.
The market overshoots first and asks questions later
We may have just observed yet another case of market knee-jerk reaction...
By Andrew Lakeman of Atlantic House, a London-based boutique investment manager specialising in derivatives-based strategies.
The fixed income landscape has shifted significantly in recent years,...
Market booms often lure investors into cyclical businesses, but history shows these cycles can be short-lived and expose investors to severe drawdowns and...
