By Benoit Anne, Senior Managing Director, Strategy and Insights Group, MFS Investment Management & Market Insights Team, 7 April 2025, London
Last week’s US tariff...
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...
An excerpt from a Mawer podcast, 'Art of Boring' with Portfolio Manager, Brian Carney
Against the backdrop of geopolitical escalation, an energy shock and shifting...
If you had been watching Chinese media for economic news over the past few months you might have noticed something odd.
There's been virtually nothing....
Key takeaways:
Our analysis suggests UK rates could behave very differently depending on which leadership pairing emerges and whether continuity-minded fiscal management prevails.
Bond...
From Chief Investment Officer, Michael Goosay. This is an extract from Principal Asset Management’s 4Q24 report.
It has certainly been an eventful quarter for fixed...
All sorts of companies and people extend credit. Fixed income credit is essentially the activity of lending to groups other than governments, which generally...
