Featured Archives

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Regulation Will Be The Primary Driver of Change

Contributing Author

Comments from Patrick Marshall, Head of Private Credit at Federated Hermes on the Private Credit market at the halfway point of 2024. “A visit to Australia was high...

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Global Growth Outlook – Key Market Themes

Contributing Author

PGIM Fixed Income Co-Chief Investment Officer Gregory Peters and Senior Portfolio Manager Michael Collins recently shared their views on uneven global growth potential, inflation...

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The Big Global Struggle Shifts the Balance Towards China’s Resurgence

Greg Gibbs

The fascist Trump regime is ideologically more aligned with Russia and China than traditional Western democracies. The big global struggle is no longer...

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From Goldilocks to Trumpilocks

Benoit Anne

A major macro regime transition for 2025 Risks to US market rates are no longer skewed to the downside Rosy vs. gloomy, a...

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Why Has The Price In iShares Inflation Linked Bond ETF (ASX:ILB) Dropped?

Elizabeth Moran

I recently had an email from Jeff, asking why the value in the iShares Inflation Linked Bond ETF had dropped when inflation is rising....

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Managing Credit’s Pricing of Perfection

Benoit Anne

For some investors, credit spread valuation may be perceived as a major headwind for fixed income. But we are of the view that the...

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Five Surprises For 2024

Contributing Author

Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute identifies five themes worth watching in the year ahead. 1. Secular stagnation returns As 2023...

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Bonds versus Equities: Five Reasons to Buy Bonds

Contributing Author

If history is any guide, at this juncture bonds may be a more attractive proposition than equities, at least in the short term. From Henry...

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Private Debt And Its Premium Over Public Debt

Staff Writer

By Sam Morris, CFA – Senior Investment Specialist, Fidante Partners & Pete Robinson, Head of Investment Strategy and Portfolio Manager, CIP Asset Management Interest rates...