Ninety One's Multi Asset Credit team explains that although the high-yield debt market compares favourably with bank capital from the perspective of index-level credit...
The fear of the Fed macro regime is back, but for how long? Which are the defensive assets of global fixed income? The...
Jim Caron, co-chief investment officer of Global Balanced and Risk Control strategies at Morgan Stanley Investment Management, looks at change in bond yields in...
A trade war is not good for anyone. If it materialises there will be negative implications for inflation and growth. This is likely to impact...
Summits among big countries get a lot of attention, but they have generally been all about show rather than substance. There was much attention on...
By Barclays Investment Bank Analysts: Jeff Meli, Anshul Pradhan, Joseph Abate & Zornitsa Todorova The world of fixed income is undergoing rapid and profound changes....
Rapid growth of this opaque and highly interconnected segment of the financial system could heighten financial vulnerabilities given its limited oversight. From Charles Cohen, Caio Ferreira, Fabio...
As inflation risks continue to evolve, especially in the United States, the United Kingdom and most of the emerging markets, followed by the Eurozone,...
Global bond markets have sold off sharply in recent weeks, pushing long-end yields to multi-decade highs across major markets. U.S. 30-year yields hit their...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 January 2025. MARKET PERSPECTIVE We have a more cautious...

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