Cautious approach to risk assets: Over 80% of insurance firms express a cautious stance towards risk assets, signalling an intent to reduce exposure over...
Clearer outlook sets the stage for credit outperformance in 2024
The principal concern for investors today is that a "higher-for-longer" rate environment could further dent...
Guest author Phil Strano from Yarra Capital Management illustrates why it’s important for bond investors to understand if they are investing in a holding...
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...
While financial crises are often similar, the excesses of each cycle are unique.
Today’s excesses resulted from central bank policies designed to counter...
Central Banks Yet To Win Battle Against Inflation, Interest Rate Hikes Likely To Continue
Global economic activity has proved stronger than seemed likely at the...
By Laura Cooper, Managing Director, Head of Macro Credit and Global Investment Strategist at Nuveen.
Key takeaways:
Earnings have held up, bank results have surprised...
