Amundi’s Global Investment Committee recently published an excellent paper on investing in second half 2022. Here we republish its Top Convictions, as well as...
By John Li, Head of Asia Fixed Income and Credit Strategy, J.P. Morgan Private Bank.
Long-end pain, front-end gain
With 10-year and 30-year yields hitting multi-decade...
Some bond market participants are concerned that the rise in Japanese government bond (JGB) yields is a bearish sign for global fixed income. There...
Governments considering blue bonds often have questions about what issuance actually requires. This guide is a practical resource that demystifies the process & allows...
Thomas Poullaouec, Head of Multi-Asset Solutions APAC at T. Rowe Price, and his team have published their latest insights on global asset allocation and...
How serious is the inflation threat?
That was the question considered by expert panel hosted by Jamieson Coote Bonds in a webinar last week. The...
Stubborn inflation, higher interest rates, and slower economic growth point to a murky near-term outlook
T. Rowe Price has released its outlook for global financial...
From Mawer, Global Credit Team
A Capital Supercycle Meets a Credit Moment
The rise of generative AI has kicked off one of the most capital-intensive buildouts...
Last week we saw the Australian government come out with a massive stimulus package that will push Australia’s net debt to almost $1 trillion...
“Bonds are the underwear in your portfolio – unexciting and not much thought about, but select the wrong pair and you’ll be surprised at...



































