By AXA IM’s Chris Iggo
The prevailing narrative remains one of impending global interest rate cuts and the avoidance of recession. In terms of portfolio...
Advisors should focus on positioning portfolios to earn carry efficiently while retaining flexibility if conditions shift.
Markets are fixated on two questions: how far rates...
From Challenger
Since its inception in the 1970s, the global asset backed securities market has evolved beyond mortgage-backed assets to include loans secured by autos,...
By Katharine Neiss, PhD, Deputy Head of Global Economics and Chief European Economist, PGIM Fixed Income
Tariff uncertainty has rattled business sentiment and dented investment plans,...
From Richard Gluyas, NAB
The nation’s growing appeal to investors as a relatively stable democracy with sound economic fundamentals is attracting enhanced capital flows from...
Comments from Patrick Marshall, Head of Private Credit at Federated Hermes on the Private Credit market at the halfway point of 2024.
“A visit to Australia was high...
High grade sovereign (or government) bonds remain as relevant as ever in an uncertain and complex market environment.
Today’s bond yields are indeed low, and...
The Bank of Japan (BoJ) raised interest rates for the first time since 2007 and has eliminated the yield curve control framework.
Franklin Templeton Fixed...
Key takeaways
• Uncertainty has driven many investors to take flight from markets and shift into cash-like investments. However, an analysis of past rate cycles...
