From Nathan Shetty, Head of Multi-Asset, Nuveen
Key takeaways:
Previously effective investment strategies may have limited utility in the new environment. A more rigorous approach to...
Key takeaways:
Fixed income is the only asset class that demonstrates a low to negative correlation to risk assets.
Fixed income provides highly efficient...
Investors are increasingly directing their fixed income portfolios towards passive Exchange-Traded-Funds (ETFs) and term deposits (TDs) for cost-efficiency. However, this move may undervalue the...
Non-government debt, also known as credit or corporate bonds, is a key part of the broader fixed income universe. Historical performance data shows that credit...
In early 2024, investors' eyes remain intently focused on the Federal Reserve's policy path, as decelerating inflation should open the door to Fed rate...
Jay Sivapalan, Head of Australian Fixed Interest for Janus Henderson Investors, discusses the very different investment landscape we find ourselves in after the pandemic...
Janus Henderson portfolio managers Tim Winstone and Tom Ross recently published a paper about credit rating downgrades during 2020 and the opportunities for companies...
From Damien Buchet, Chief Investment Officer, Principal Finisterre, part of Principal Asset Management
As 2024 is now behind us, we are reflecting on a year...
Steven Spearing and Joe Unwin, portfolio managers from Apostle Fund Managers provide an overview of the fund manager, their view of the bond markets,...
