This market review comes from Jamieson Coote Bonds The recent US Federal Reserve (US Fed) meeting has elicited discussion about a possible US Fed 'pivot'...
MARKET PERSPECTIVE Inflation concerns remain at the forefront for central banks and investors as global growth continues to trend lower amid supply disruptions, geopolitical challenges...
There is some potential disconnect around the Fed The US consumer is doing just fine Two positive drivers in support of the market backdrop The...
Macro Talking Points Credit as an attractive de-risking asset class. While there is no denying that equity market performance has been particularly strong over the...
From Income Asset Management While yields have improved in the Australian BBB space, it’s also nice for investors to know their money is relatively safe. S&P...
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...
Private credit in the investing space is a growing market where senior secured debt, asset-backed lending, structured and project finance, mezzanine debt and other...
From Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income Marked by slower growth and rising risks, the global backdrop is becoming increasingly complex. Unpredictable...
This article was part of an Ardea Investment Management paper title ‘Five Key Questions on Duration’, published on 25 July 2022.  It helps investors...
From Michael Goosay, An excerpt from Principal Asset Management’s 2Q 2026 Fixed Income Perspectives The fixed income outlook is shaped primarily by geopolitical uncertainty— especially the...

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