As we look ahead to 2025, the forces that drive global credit are rife with mixed signals and extreme valuations. As evidenced over the...
Global markets are displaying a risk-on approach, following the United States' trade agreements with certain key partners and the reduction of risks associated with...
Money market fund flows have surged recently—as investors sought refuge from economic uncertainty while enjoying elevated yields—and now sits at a record US$5.7 trillion....
By Magdalena Polan, Head of Emerging Market Macroeconomic Research, PGIM Fixed Income
A changing US-China relationship, the regionalisation of global supply chains and the reemergence...
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...
By Greg Peters, Co-Chief Investment Officer, PGIM Fixed Income
This time last year, Chairman Jerome Powell and the U.S. Federal Reserve were attempting what nearly...
With the rise in inflation expected to lead to increases in interest rates in 2026, what will that mean for fixed income investors?
Philip Brown,...
By Haran Karunakaran, Investment Director at Capital Group
Key takeaways
The last few months have seen a significant change in the macroeconomic environment. Policy rates...
The RBA’s upcoming decision
FY24 first-half outlook
The benefits of an ethical FI portfolio
There’s a perception among some that there’s a tradeoff between...
I sat down with Kirstie Spence and Haran Karunakaran from Capital Group last week to discuss current markets, asset allocation and how they build...



































