Key points:
Are investors asking the right questions?
Rate cuts are not a panacea for broken businesses.
What really matters are fundamentals.
Are these the...
By AXA IM’s Chris Iggo
The prevailing narrative remains one of impending global interest rate cuts and the avoidance of recession. In terms of portfolio...
Andrew Canobi, Director and Portfolio Manager Franklin Templeton Fixed Income, argues that the debate over the US debt ceiling is a timely reminder of...
From Garrett Roche, CFA, FRM, Global Market Strategist at Principal Asset Management
The recent and sudden rise of U.S. Treasury yields has pushed long-term interest...
Franklin Templeton's global investment outlook: a broadening opportunity set
Markets have defied expectations—performing well in the face of economic challenges.
"But as we head towards the...
Fixed income markets may be enjoying the calm of tight spreads and stable
headline employment, but Richard Quin, chief investment officer at Bentham Asset Management,...
Part of an insight article from Ardea Investment Management.
1Q22 saw a historically large sell-off of bonds. A lot of policy tightening is now priced...
