A continuation of an interview with Jamieson Coote Bonds’ Charles Jamieson – visit here for Part 1. Tell me what your thoughts are on the...
Long end of government curves under pressure The global growth outlook is more than adequate Taking stock of global fixed income performance Longer for...
Wealth manager Eaton Vance is currently upbeat about the investment prospects for local-currency-denominated Emerging Market Debt (EMD) and has provided the following outlook. The Eaton...
by Robert Almeida, Portfolio Manager and Global Investment Strategist, MFS Investment Management Historical patterns can provide a useful roadmap for the future but can sometimes...
Spreads of credit default swaps (CDS) on US sovereign risk have moved materially higher in the past few weeks. “We believe a US default is...
From Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers. ​It feels like boom time. Markets are hitting all-time highs. The US economy continues...
Inflation continues to be a key theme and despite its recent peak, may stick around for longer than expected. In the second installment of...
In the lead up to Tuesday’s RBA Monetary Policy Board meeting to assess the cash rate, Jay Sivapalan, Head of Fixed Interest at Janus...
Gil Fortgang, Washington Associate Analyst at T. Rowe Price shares three policy developments to watch after the U.S. election:  1. Personnel is policy Regardless of whether...
Amundi, part of the Credit Agricole Group and Europe’s largest investment manager with EUR1.729 trillion in assets under management, has released its outlook for...

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