Lynda Schweitzer, US-based co-head of global fixed income at Loomis Sayles gives us her view of global fixed income markets.
Thanks so much for taking...
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 Donald Ellenberger, Senior Portfolio Manager and Head of Yield Curve Committee at Federated Hermes
This month’s slightly cooler U.S. inflation report likely won’t give...
Key Insights
Global high yield bonds offer potentially attractive yields, with better value and opportunities in Europe.
Default rates are not expected to return...
The Australian Prudential Regulation Authority's (APRA) decision to phase out $44 billion worth of additional Tier 1 (AT1) bank hybrids by March 2032 will...
Observations from T. Rowe Price
We expect the global economy to adjust to higher trend inflation, higher interest rates, and greater volatility.
Though inflation remains sticky,...
Following the horror of the Hamas-led attacks in Israel this weekend, global investors are contemplating the potential impact on broad investment markets. Although challenging,...
Conventional portfolio construction theory positions equities as the primary driver of returns, while fixed income typically takes a back seat as a low-return and...
The escalating geopolitical tensions driven by great power rivalries and conflicts have made defense a critical focus for policymakers and investors, according to Kim...
