From Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers.
When I started in asset management, the chief rationale for bond investing was based...
By Katharine Neiss, PhD, Deputy Head of Global Economics and Chief European Economist, PGIM Fixed Income
Tariff uncertainty has rattled business sentiment and dented investment plans,...
Commentary on key market themes for Q4 2024 from Seema Shah, Chief Global Strategist at Principal Asset Management.
A globally synchronised downturn produces a globally...
Janus Henderson Investors' Credit Risk Monitor tracks key indicators which impact credit portfolios
An increased number of corporate defaults is expected in light of high yields...
Comments from Erik Weisman, Chief Economist and Portfolio Manager, MFS Investment Management
The Fed is right where it should be right now. Congratulations are in...
Recently I interviewed Christophe Fritsch, Head of Fund Management and Structured Finance at AXA IM Alts. It was great to get a European view...
From Ihab Salib, Head of International Fixed Income, Federated Hermes Limited
Emerging Markets government bonds performed very well year to date and the outlook for the...
T
he Australian ETF market attracted $4.3b in new cash flows in the third quarter of 2019, the highest quarterly cash flows ever recorded.
The mammoth...
Following the collapse of SVB and Credit Suisse, Mutual Limited CIO Scott Rundell shares his post mortem:
The worst is behind us – Aussie banks...
Earlier this week I attended the Australian Securitisation Forum Conference in Sydney. In the opening panel discussion, Luci Ellis, Chief Economist at Westpac (also...


































