Elizabeth Moran sat down with emerging market expert Damien Buchet CIO at Finisterre Capital and previously Head of EM Fixed Income at AXA Investment...
Market sentiment has taken a decidedly negative turn as growth concerns stemming from the Federal Reserve’s monetary tightening percolate, according to Seema Shah, Chief...
Despite the focus on credit spreads, yield has proven to be a more reliable indicator of high yield market attractiveness. With a strong correlation...
By Anthony Si, Senior Investment Specialist at Citi Australia.
We are heading into an inflationary ‘boom’ period, making investing tricky as markets react more intensely...
By Robert Tipp, Chief Investment Strategist and Head of Global Bonds at PGIM Fixed Income
Summary
Most developed market (DM) bond markets have already priced...
By Lotfi Karoui and Gabriel Cazaubieilh, PIMCO
Concerns about private credit have intensified in recent months. Investors are grappling with questions about weakening credit quality,...
Passive investment flows are changing markets. This is a part transcript from the Jana Investment Advisors Conference, where Steve Boothe, who is Head of...
Franklin Templeton Fixed Income Portfolio Manager Andrew Canobi says the current strong performance of US and Australian credit markets is not likely to continue.
US...
