From Craig Brooke, KeyInvest CEO Strictly speaking, private credit (or debt) is a sub-asset class of fixed income where companies borrow and investors lend. However,...
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...
By Jonathan Butler, Head of European Leveraged Finance and Co-Head of Global High Yield, PGIM Fixed Income Rapidly changing global markets have become a key...
National Australia Bank (NAB) today priced a $300 million green bond that will help improve the environmental performance of shopping centres owned by QIC...
Mutual Limited CIO Scott Rundell has provided some commentary following the US CPI data figures released overnight: Overview: well, that was fun Markets have...
While financial crises are often similar, the excesses of each cycle are unique. Today’s excesses resulted from central bank policies designed to counter...
By Arif Husain, Head of Fixed Income and Chief Investment Officer, Fixed Income, T.Rowe Price Emerging market debt easily outperformed both global developed market bonds...
Franklin Templeton provides some key macro and investment themes as well an outlook dashboard on their views of sub sectors. Our growth projections for the...
There is more bearishness around but not a lot of asset (re)allocation. Having lived through the fall of the Berlin Wall, the 1991 Soviet...
An inverted yield curve can be a signal that there will be a recession - and the current one is concerning investors.    However, "yield curves...

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