By Richard Quin, CIO and Principal, Bentham Asset Management
October 2022
Fund structure plays an important part in the performance of credit funds. A well-structured fund...
From Silvia Dall'Angelo, Senior Economist at Federated Hermes Limited, London
US economic data had a generally softer tone this week, suggesting the impact from past...
The big shock announcement last week in global economic news was the downgrade in the US sovereign credit rating by Fitch.
But the real question...
US inflation came in higher than expected overnight, with prices climbing 8.3% compared to a year ago. The acceleration points to a stubbornly high...
Capital Group’s Jared Franz, Robert Lind and Pramod Atluri dissect the outlook for the global economy in 2024.
Under the weight of elevated inflation and...
From Mawer, Global Credit Team
A Capital Supercycle Meets a Credit Moment
The rise of generative AI has kicked off one of the most capital-intensive buildouts...
Amundi’s Global Investment Committee recently published an excellent paper on investing in second half 2022. Here we republish its Top Convictions, as well as...
By AXA IM’s CIO, Chris Iggo
The “year of the bond” moniker is most relevant to credit markets. Bond yields rose in 2022 and credit...
Fixed Income News spoke with Barry Ziegler, Head of Fixed Income at Bell Potter Securities about the capital notes market outlook in 2022, coming...
By Robert Tipp, Managing Director, Chief Investment Strategist, and Head of Global Bonds at PGIM Fixed Income
This could be one of the more fraught...



































