Key Points
Fixed income remains one of the most useful and flexible asset classes, especially during uncertain times
Higher income has become a much...
Outlook for the U.S. Treasury market
I remain bearish on U.S. Treasuries. In my view, the U.S. yield curve ultimately needs to move materially higher...
Franklin Templeton's global investment outlook: a broadening opportunity set
Markets have defied expectations—performing well in the face of economic challenges.
"But as we head towards the...
By Pete Robinson, Head of Investment Strategy, Challenger Investment Management
Many will have seen the recent news regarding US Private Credit exposure to the software...
By Michael Goosay, chief investment officer fixed income, Principal Asset Management
What lies ahead for fixed income investors in the year ahead?
In short, heightened uncertainty...
Despite the focus on credit spreads, yield has proven to be a more reliable indicator of high yield market attractiveness. With a strong correlation...
Earlier this week I attended the Australian Securitisation Forum Conference in Sydney. In the opening panel discussion, Luci Ellis, Chief Economist at Westpac (also...
By Laura Cooper, Global Investment Strategist and Head of Macro Credit at Nuveen.
Key takeaways:
-The second and third-order effects of the Strait of Hormuz crisis...
