There are three reasons to be optimistic writes Johann Plé, Green Social and Sustainability Bonds Strategy Manager at AXA Investment Management Last year was a...
Some bond market participants are concerned that the rise in Japanese government bond (JGB) yields is a bearish sign for global fixed income. There...
I'm not sure how others remember the first Trump presidency. For me, I felt like I needed to be prepared for anything. And like anyone...
John Lloyd and John Kerschner, Fixed Income Portfolio Managers at Janus Henderson Investors review the best-performing US fixed income sectors of 2024 – what...
Scott Solomon, Co-Portfolio Manager for Dynamic Global Bonds Strategy at T. Rowe Price shares his views on the rising U.S. 10-year Treasury yield and its...
When markets inevitably change course, risks and opportunities reset, with one investor’s new opportunity another’s pitfall. This is the essence of a dynamic market...
Ninety One multi-asset team analyst, Dan Morgan, discusses how US fiscal policy will continue to play an increasingly influential role. As investors navigate a...
By Bas van Geffen, CFA, Senior Macro Strategist, RaboResearch Just like 2022 was the year of the global hiking cycle and 2023 was the year...
From Dylan Bourke, Managing Director and Portfolio Manager, Kapstream Capital. Rising interest rates, equity market volatility, and stretched market valuations are seeing investors reconsider the...
Investors are increasingly directing their fixed income portfolios towards passive Exchange-Traded-Funds (ETFs) and term deposits (TDs) for cost-efficiency. However, this move may undervalue the...

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