US debt sustainability is an easy issue to "kick the can down the road" for investors; something that will be a problem 10, 20,...
In this webinar, we talk with Anthony Kirkham who is the Head of Investment Management/Australian Operations for fixed income manger, Western Asset Management. The...
PIMCO has released its latest 6–12 month outlook on the global economy and markets. PIMCO Economist Tiffany Wilding and PIMCO CIO of Global Fixed Income Andrew Balls write:...
No-landing remains a macro risk in the US There is a place for fixed income Goldilocks Don’t ignore sovereign credit risk The eagle has...
US financial markets are watched closely given the US dollar is still considered the world’s safe haven currency. Recently, Fitch downgraded the sovereign’s credit...
Dispelling Popular Beliefs Summary For fixed income investors, the current macroeconomic environment presents uncomfortable choices, with policymakers walking a thin line between combatting inflation and...
— Immigration restrictions may reduce the U.S. labor force by 2.1 million people, which could cause upward wage pressure and push inflation higher. — We...
Introduction The challenges humanity faces have never been more important than now. We are in the middle of an environmental transition that requires significant investments...
By Paul Miron from Msquared Capital Australia’s private credit market is officially irresistible. Global investors that have shown up too late to devour the best...
From Franklin Templeton Trump's tariff announcement stunned the markets. To help investors better understand the implications for their portfolios, Stephen Dover, Head of Franklin Templeton...

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