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...
Fixed Income News editorial director Elizabeth Moran talks to eInvest managing director Camilla Love about her career journey working in financial services, her passion...
Thomas Poullaouec, Head of Global Investment Solutions, International and Portfolio Manager at T. Rowe Price, and his team have published their latest insights on...
Global investment manager, Franklin Templeton, says that although inflation will continue to be an issue for the next 6–12 months and the global economic...
Key takeaways
• Markets are increasingly taking their cues from governments, with fiscal spending and policies becoming key drivers of growth and inflation.
• The US...
While the consensus market outlook has shifted, US Treasuries don't appear to be following along, according to Western Asset, part of Franklin Templeton.
Robert Abad,...
Franklin Templeton's Fixed Income Chief Investment Officer Sonal Desai says January inflation print confirms that the "last mile" of disinflation may prove to be...
Following the conflict in the Middle East over the weekend, Mutual Limited’s CIO Scott Rundell looks at how markets reacted overnight and the short-term...
By RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes
With the Fed expected to begin its easing cycle later this year, bond markets...
