From the BlackRock Investment Institute
• We see more pressure on risk assets in the near term given the major escalation in global trade tensions....
Elizabeth Moran takes a look at the new BOQ Tier 2 subordinated debt issue and compares it to the recent Judo Bank and QBE...
Credit Suisse (CS) has been an under-performing bank for years, if not decades. So, it should be no surprise that it faltered after US...
Mutual Limited CIO Scott Rundell has provided some commentary following the US CPI data figures released overnight:
Overview: well, that was fun
Markets have...
The fixed income universe incorporates an incredibly diverse range of strategies and approaches designed to deliver alpha returns. Very few target the sector’s ‘Fallen...
From Fraser Lundie, Head of Fixed Income – Public Markets, Federated Hermes Limited
Amid the significant uncertainty facing corporate credit investors today, several bright spots...
Interest rates rises are starting to slow and many economists are suggesting we are nearing peak rates. If you agree, then it’s time to...
Long end of government curves under pressure
The global growth outlook is more than adequate
Taking stock of global fixed income performance
Longer for...
The outlook for 2025 is broadly positive for fixed interest investors, with actively managed strategies well positioned to capitalise on opportunities and mitigate risks...
by Benoit Anne, Managing Director - Investment Solutions Group, MFS Investment Management
Can US government bonds withstand the growing mountain of debt?
We have a fiscal...



































