In trying to absorb the “new normal,” capital markets have re-priced assets in ways that create a more balanced picture between equity, fixed income...
From Mark Dove, Junior Credit Portfolio Manager, Federated Hermes Limited
With a global recession looking more and more likely to materialise in the near future,...
Ninety One's Multi-Asset Credit team explains that various factors are distorting the headline index spread in the US high-yield market and suggests investors look to...
MARKET PERSPECTIVE
Inflation concerns remain at the forefront for central banks and investors as global growth continues to trend lower amid supply disruptions, geopolitical challenges...
From Justin Tyler, Director, Daintree Capital. Please refer to the glossary at the end of the article for a definition of some technical terms.
With...
In the context of fighting inflation, the 'final mile' represents the successful and sustainable achievement of a central bank's inflation target.
Stephen Dover, Chief Investment...
From Apostle Funds Management portfolio manager Joe Unwin.
Why investors should favour credit over other asset classes in 2023
Relative value in both defensive and...
