By Robert M. Almeida, Portfolio Manager and Global Investment Strategist
Soaring policy rates have made cash a competitive asset again, prompting an overdue de-rating...
Rising inflation fears and market uncertainty could boost the investment appeal of government bonds, an obvious safe-haven asset.
Retail investors comprise only a negligible value...
Non-government debt, also known as credit or corporate bonds, is a key part of the broader fixed income universe. Historical performance data shows that credit...
By Michael J. Bazdarich, PhD, Product Specialist at Western Asset Management
US inflation today is the worst since that of the late-1960s and 1970s, but...
I was delighted when Peter Sheahan from Curve Securities emailed me last week after we published the ‘Has BBSW Peaked?’ article.
BBSW is calculated using...
Long end of government curves under pressure
The global growth outlook is more than adequate
Taking stock of global fixed income performance
Longer for...
In brief
■ It’s not inflation that’s pushing up yields, it’s an uncertainty premium.
■ The high existing US debt burden and elevated uncertainty could keep...
