Readers of the financial press recently will have noted the term “US debt ceiling” popping up frequently in the market narrative. It is one...
Credit ratings are important indicators of risk and return in fixed income markets.
They give investors an indication of the perceived future risk they are...
With the Federal Reserve in easing mode, the question many clients have been asking me is whether I still expect the 10‑year U.S. Treasury...
An Amundi Institute cross asset investment strategy research paper.
High inflation has not triggered a wage-price spiral in the advanced economies.
Monetary tightening has contained inflation expectations...
Phil Strano, Portfolio Manager at Yarra Capital, explains why he thinks Australian corporate floating rate bonds will continue to perform, even if the equity...
Over the duration, global high yield duration has declined
By Mitch Reznick and Mark Dove, Federated Hermes
This article is taken from Federated Hermes Limited’s 360...
The CDS trade
Credit default swaps (CDS) are derivative instruments which enable investors to hedge the credit spread component of a corporate bond. Buying a...
By Jonathan Butler, Head of European Leveraged Finance and Co-Head of Global High Yield, PGIM Fixed Income
Rapidly changing global markets have become a key...
By John Sidawi and Ihab Salib, Senior Portfolio Managers at Federated Hermes
Ballooning public debt is forcing many countries to overhaul fiscal rules, which could...
By Catherine Braganza, Senior Portfolio Manager, Insight Investment
This excerpt is derived from Insight Investment’s ‘Thoughts for 2025’ Paper. To view the full report, click...



































