Amundi’s Global Investment Committee recently published an excellent paper on investing in second half 2022. Here we republish its Top Convictions, as well as...
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...
From Challenger
Since its inception in the 1970s, the global asset backed securities market has evolved beyond mortgage-backed assets to include loans secured by autos,...
Hazel Ilango is an Energy Finance Analyst, Debt Markets at the Institute for Energy Economics and Financial Analysis (IEEFA).
Climate risks may be on the verge...
Janus Henderson Investors' Credit Risk Monitor tracks key indicators which impact credit portfolios
All three traffic lights monitored by Janus Henderson Investors' credit team continued...
By Gregory Peters, Co-Chief Investment Officer, Public and Private Fixed Income, PGIM
Bonds continued to navigate economic uncertainty in 2025, extending their impressive bull market....
By Andrew Lakeman, Atlantic House Co-Founder
Stagflation – the uncomfortable coexistence of rising prices and slowing growth – is a topic being raised by investors...
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...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 30 June 2024.
MARKET PERSPECTIVE
Global growth remains broadly resilient...
