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...
Mutual Limited CIO Scott Rundell has provided some commentary following the US CPI data figures released overnight:
Overview: well, that was fun
Markets have...
The Fed sent a strong signal that interest rates will remain higher for longer, as Franklin Templeton Fixed Income chief investment officer Sonal Desai...
Key takeaways:
Yields are not just pricing inflation volatility, but increasingly the return of fiscal risk, sovereign supply concerns, diminished central bank balance sheet...
From Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers.
Markets are getting close to pricing out any interest rates cuts for 2024. That...
Global investment manager, Franklin Templeton, says that although inflation will continue to be an issue for the next 6–12 months and the global economic...
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 Steven Spearing – portfolio manager Apostle funds management.
Why incorporating floating rate securities as part of a fixed income portfolio can help investors manage...
