Stress testing is no longer just something banks and regulators do. It has become an essential discipline for investors seeking consistent long-term returns, particularly...
Private markets continue to grow in scale and influence, offering new sources of investor return and diversification. This part transcript is from the recent...
Professional fixed income investors are increasingly turning their attention to emerging markets as they chase more attractive yields and greater diversification, according a new...
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 RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes
With the Fed expected to begin its easing cycle later this year, bond markets...
A resilient economy and unshakeable markets shouldn’t blind investors to an uncertain future, by Greg Peters, Co-Chief Investment Officer, Fixed Income, at PGIM.
One lesson...
Key takeaways:
Yields are not just pricing inflation volatility, but increasingly the return of fiscal risk, sovereign supply concerns, diminished central bank balance sheet...
Franklin Templeton Fixed Income CIO Sonal Desai says the prospect of persistently loose fiscal policy strengthens her conviction that the coming Federal Reserve...
Earlier this week I attended the Australian Securitisation Forum Conference in Sydney. In the opening panel discussion, Luci Ellis, Chief Economist at Westpac (also...
