A major danger of assessing sustainable investing is to simplify circumstances deserving of nuance. This is particularly the case for emerging sovereign debt markets,...
Philip Brown, Head of Research at FIIG Securities, says there are options for investing in bonds that provide direct inflation protection or indirect protection...
Spreads of credit default swaps (CDS) on US sovereign risk have moved materially higher in the past few weeks. “We believe a US default is...
AI capex still has the bond market’s attention, says Chamath De Silva – Head of Fixed Income at Betashares Global bond markets remain challenging to...
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...
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To date we have just scratched the surface on some of the big picture themes, and the new year promises fresh challenges and opportunities....
Major Asset Classes: Equities, Bonds and Cash Although global bond yields lifted modestly further and forward earnings slipped lower in October, global equities rebounded as...
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute at Franklin Templeton on the latest tariffs notes the following: US President Donald Trump's...
Thomas Poullaouec, Head of Multi-Asset Solutions APAC at T. Rowe Price, and his team have published their latest insights on global asset allocation and...

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