Bond income returns potentially higher in 2025
Confidence in US growth should sustain performance
Asia's economy has become increasingly challenging.
Many bond investors have...
This is a hot topic in our client meetings, although this is probably the wrong way to frame the discussion. Indeed, it should be:...
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...
Among the notable aspects of the April market shakeout was a sell‑off in longer‑term U.S. Treasuries. My concern is that this may be only...
A trade war is not good for anyone. If it materialises there will be negative implications for inflation and growth. This is likely to impact...
Dr Noah Weinsberger, Managing Director and Dr Xiang Xu, Senior Associate, at PGIM have drafted a very valuable, technical paper assessing stock bond correlations....
There are plenty of scams around, but be warned, they are getting more sophisticated and look the part. This week, we were made aware...
By Peter Sheahan, Director - Money Markets, Curve Securities
My passion is commentating on yield curves. Outright levels, positive slope, inverted slope and momentum of...
As global interest rates start to ease, investors are faced with new challenges and critical decisions in managing risk while seeking yield in fixed...
Rallying bond yields supported fixed-coupon markets, particularly in the US, which now look particularly expensive.
Against a backdrop of rallying sovereign bond markets, credit markets...



































