European investment manager Amundi says that economic growth is moderating but not collapsing across the developed world and inflation is falling in line with...
The correlation between bonds and equities is very high and not likely to correct anytime soon. So what is the solution? More fixed income....
Despite data over recent months creating a credible case for interest rates to remain higher for longer, major central banks have continued to fuel...
In brief ■ It’s not inflation that’s pushing up yields, it’s an uncertainty premium. ■ The high existing US debt burden and elevated uncertainty could keep...
Paul O’Connor, Head of Multi-Asset, Janus Henderson Investors, considers the prospects for growth and interest rates as we move into the final few months...
Late last year I interviewed Andrew Frankling from Barrington Asset Consulting. Barrington primarily help charities and NFPs invest and I thought it’d be interesting...
From Fraser Lundie, Head of Fixed Income – Public Markets, Federated Hermes Limited Amid the significant uncertainty facing corporate credit investors today, several bright spots...
VanEck recently published a detailed Credit and Fixed Income review. Here are some of the highlights. Executive summary If the past 12 months taught investors anything,...
Bonds today provide a sensible option to the dilemma facing investors — what to do as markets ricochet between hopes of a soft landing...
Whether there's a soft landing, hard landing, or no landing at all, it's been a big question for financial markets. What is a soft landing? A...

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