This is an excerpt from Invesco’s Global Fixed Income Strategy Monthly Report, dated 31 March 2025, this part authored by Niklas Nordenfelt.
We believe income...
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...
Ninety One chief sustainability officer Nazmeera Moola, emerging market fixed income portfolio manager Thys Louw, and emerging markets equity portfolio manager Archie Hart share...
20+250+16+30% = Recovery?
Robin Usson, Senior Credit Analyst at Federated Hermes, comments on recent developments in the China Property Market
Over the past week and a...
Franklin Templeton provides some key macro and investment themes as well an outlook dashboard on their views of sub sectors.
Our growth projections for the...
From Fraser Lundie, Head of Fixed Income – Public Markets, Federated Hermes Limited
Amid the significant uncertainty facing corporate credit investors today, several bright spots...
Summary
Lower interest rates will support asset performance. Interest rate cuts in 2025 will continue to support improving asset performance in the Australian residential mortgage-backed...
PIMCO's Tiffany Wilding and Andrew Balls examine how investors should navigate an increasingly fragmented and uncertain global environment.
The investment environment has changed significantly since...
T. Rowe Price has released its outlook for 2026 global investment markets.
Global Asset Allocation: Diversification and Inflation Hedging Remain Key
Thomas Poullaouec, Regional Head of...
Amundi Asset Management has provided commentary on the recent market and banking sector uncertainty in Europe.
Uncertainty in markets continued at the end of last...



































