The CDS trade
Credit default swaps (CDS) are derivative instruments which enable investors to hedge the credit spread component of a corporate bond. Buying a...
By Magdalena Polan, Principal and Head of Emerging Market Macroeconomic Research, PGIM
The possibility that China’s slowdown, and under-sized fiscal stimulus, might weigh on the...
Macro Talking Points
Credit as an attractive de-risking asset class. While there is no denying that equity market performance has been particularly strong over the...
Following a sustained period of higher inflation, complicated more recently by the spike in commodity prices associated with the Russian invasion of Ukraine, central...
By Mark Dowding, Chief Investment Officer, Fixed Income at RBC BlueBay Asset Management
Global bond curves steepened over the past week, and the volatility we...
By Paul Benson, Head of Systematic Fixed Income at Insight Investment
We believe investors should consider locking in high yield bond yields ahead of the...
From Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers.
When I started in asset management, the chief rationale for bond investing was based...
Ninety One's Multi-Asset Credit team explains how the bank capital (AT1) market has staged a remarkable recovery since last year's turmoil following the collapse...
By Daleep Singh, Chief Global Economist, Head of Global Macroeconomic Research, PGIM Fixed Income
If central banks' urgency to return inflation to their respective targets...
