From Fraser Lundie, Head of Fixed Income – Public Markets, Federated Hermes Limited
Amid the significant uncertainty facing corporate credit investors today, several bright spots...
Franklin Templeton has identified 'preparedness' as the overarching theme for 2025, cautioning investors to adjust their expectations after two years of superior returns. "It...
From Mawer Credit Team
High yield spreads continue to tighten. As risk premiums fall, and economic and political conditions appear positive for corporates in general,...
By Paul Benson, Head of Systematic Fixed Income at Insight Investment
We believe investors should consider locking in high yield bond yields ahead of the...
From Amundi Asset Management
Investors expect central banks will tame inflation whatever the cost, even triggering recession if necessary. This may indeed be policymakers’ approach...
By Magdalena Polan, Principal and Head of Emerging Market Macroeconomic Research, PGIM
The possibility that China’s slowdown, and under-sized fiscal stimulus, might weigh on the...
The CDS trade
Credit default swaps (CDS) are derivative instruments which enable investors to hedge the credit spread component of a corporate bond. Buying a...
By Max Minack, BetaShares
With the RBA cutting the official cash rate and announcing further quantitative easing (QE) measures, as well as the dwindling dividend...
T.Rowe Price argue investors need to look beyond the ‘green’ label for companies making ESG advances as vanilla, non‑labelled bonds can have a greater...
Lacking fresh economic data, markets have become increasingly jittery in recent weeks. With reliable reports (namely, the U.S. Bureau of Labour Statistics' Consumer Price...
