Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute identifies five themes worth watching in the year ahead.
1. Secular stagnation returns
As 2023...
Non-government debt, also known as credit or corporate bonds, is a key part of the broader fixed income universe. Historical performance data shows that credit...
How investors and issuers are adapting to structural changes shaping the next era of credit. From Anders Persson Chief Investment Officer, Head of Fixed...
By Sonal Desai, Ph.D. Chief Investment Officer, Franklin Templeton Fixed Income
Bond investors have started the new year on a very upbeat tone. They seem...
Apostle Funds Management’s Steven Spearing provides insight in light of market volatility, geopolitical pressures, the risk of recession and what implications this has on...
2024 was the second consecutive positive year for global developed credit markets. Full-year 2024 excess returns show the outperformance of high-beta segments (riskier market...
This has not been your typical business cycle. The writing was on the wall: a recession was coming. All signs pointed to that inevitability....
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...
I'm not sure how others remember the first Trump presidency.
For me, I felt like I needed to be prepared for anything. And like anyone...
Adam Whiteley, Head of Global Credit at Insight Investment visited Australia this week and I was very fortunate to be given the opportunity to...



































