Interest rates are incredibly low and there is an enormous amount of cash looking for a home. So much so, that any new bond...
By Mitch Reznick, CFA; Robin Usson, CFA; and Sophie Demare of Federated Hermes
After record issuance in 2021, the Green, Social, and Sustainability bond market...
From Richard Gluyas, NAB
The nation’s growing appeal to investors as a relatively stable democracy with sound economic fundamentals is attracting enhanced capital flows from...
When markets inevitably change course, risks and opportunities reset, with one investor’s new opportunity another’s pitfall. This is the essence of a dynamic market...
As direct lending matures and other private credit areas expand, active investors can apply relative value strategies across sectors – and even entire markets...
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...
Following the conflict in the Middle East over the weekend, Mutual Limited’s CIO Scott Rundell looks at how markets reacted overnight and the short-term...
By Bas van Geffen, CFA, Senior Macro Strategist, RaboResearch
Just like 2022 was the year of the global hiking cycle and 2023 was the year...
Daleep Singh, Chief Global Economist and Head of Global Macroeconomic Research, PGIM Fixed Income shares his view on how the unfolding conflict in the Middle...
To date we have just scratched the surface on some of the big picture themes, and the new year promises fresh challenges and opportunities....



































