By Nikolaj Schmidt, Chief International Economist, T. Rowe Price.
Recently, we have seen the 10-year US government bond rise above 5 per cent again, while...
A series of fixed income and currency macro viewpoints from Insight Investment’s lead portfolio managers, outlining current market conditions and positioning.
Companies with local supply...
This is an excerpt from Invesco’s Global Fixed Income Strategy Monthly Report, dated 31 March 2025, this part authored by Niklas Nordenfelt.
We believe income...
Each quarter, Aviva plots a course through global fixed income markets by distilling top-down macro perspectives and bottom-up market intelligence. Compass draws on the...
From Scott Haslem, Chief Investment Officer at LGT Wealth Management
The decision
Today, in the wake of last week’s higher than expected inflation data for Q326,...
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...
Janus Henderson Investors' Credit Risk Monitor tracks key indicators which impact credit portfolios
All three traffic lights monitored by Janus Henderson Investors' credit team continued...
By Sébastien Page, CIO and Head of Global Multi-Asset at T. Rowe Price
There’s no perfect historical analogy for the current environment. Fiscal and monetary...
Janus Henderson portfolio managers Tim Winstone and Tom Ross recently published a paper about credit rating downgrades during 2020 and the opportunities for companies...
