Bullish on bonds as new paradigm emerges. By Gregory Peters, Co-Chief Investment Officer PGIM Fixed Income The end of the Great Moderation is introducing an...
From Dylan Bourke, Managing Director and Portfolio Manager, Kapstream Capital. Rising interest rates, equity market volatility, and stretched market valuations are seeing investors reconsider the...
Commentary from Insight Investment's Head of Global Credit, Adam Whiteley, on the outlook for bonds / global credit. How bonds are faring in the new inflationary environment ...
Following yesterday's RBA rate pause, Mutual Limited CIO Scott Rundell shares his post mortem: RBA July 2023 Monetary Policy Decision – a pause for reflection...
Owen Murfin, an Investment Officer and Institutional Portfolio Manager with MFS Investment Management has been in Australia this week and caught up in Brisbane...
Last month, there was a moment that analysts and financial market participants had been hoping for some time. Like kids waiting for Christmas morning,...
From Mawer Credit Team When this piece was being written, Boeing had not filed their US$25 billion shelf prospectus and the company was a downgrade...
It’s tempting to assume that a bond with a yield of 6% will give a yield of 6% every year. But bonds usually give...
Lacking fresh economic data, markets have become increasingly jittery in recent weeks. With reliable reports (namely, the U.S. Bureau of Labour Statistics' Consumer Price...
Blossom co-founder and CEO, Gaby Rosenberg says that their 2024 investment outlook anticipates that demand for the stability of fixed income will remain strong. ​Blossom...

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