From Mark Dove, Junior Credit Portfolio Manager, Federated Hermes Limited
With a global recession looking more and more likely to materialise in the near future,...
Five bond strategies to help investors navigate evolving markets. From T. Rowe Price.
KEY INSIGHTS
The pain of 2022 has reset bond yields to meaningfully...
Including fallen angel bonds in a diversified portfolio may provide an attractive opportunity for Australian investors to increase returns and reduce risk. Yet options...
By Michael Goosay, Chief Investment Officer, Fixed Income at Principal Asset Management. From Principal Asset Management’s second quarter 2025, Fixed income perspectives.
Markets are being...
Elizabeth Moran takes a look at the new BOQ Tier 2 subordinated debt issue and compares it to the recent Judo Bank and QBE...
Good data is bad
More precisely, bad news for risky assets. This has become (yet again) evident after the market's recent response to the strong...
As expected, the European Central Bank (ECB) increased policy rates today, its first hike since 2023. Rates on the deposit facility, main refinancing operations,...
High grade sovereign (or government) bonds remain as relevant as ever in an uncertain and complex market environment.
Today’s bond yields are indeed low, and...
Concerns grow for the global economy, inflation is not beaten, says Morgan Stanley Investment Management
As the challenge of bringing down inflation remains ongoing, the...
The below commentary has been provided by PGIM
MACRO
The severity of the recent strain across the software sector underscores AI’s potential creative destruction, including the...



































