A series of fixed income and currency macro viewpoints from Insight Investment’s lead portfolio managers, outlining current market conditions and positioning.
Companies with local supply...
From Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers.
When I started in asset management, the chief rationale for bond investing was based...
Markets were recently rattled by three executive orders announcing tariff increases on Mexico, Canada, and China, marking an opening salvo of President Donald Trump’s...
By Sonal Desai, chief investment officer, Franklin Templeton Fixed Income.
First impressions count, and Kevin Warsh came out as a hawk in his first press...
Long end of government curves under pressure
The global growth outlook is more than adequate
Taking stock of global fixed income performance
Longer for...
Concerns over rising US deficits, growing debt burdens and decreasing demand for US Treasuries are somewhat overstated: Western Asset
Western Asset, part of Franklin Templeton,...
Is the global interest rate “pause” here? By Matthew Macreadie, Income Asset Management
Communications from many central banks are trending that way: The Federal Reserve...
An extract from The Art of Boring, Mawer Investment Management Podcast Episode 196, with Brian Carney, Portfolio Manager of the Mawer Global Credit Opportunities...
This article is an excerpt from the Federated Hermes 1H2025 360 Degree Fixed Income Report
Our outlook for macro, fundamental and technical forces is generally...
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...
