Market and portfolio commentary from institutional investor Nuveen, as part of their quarterly Global Investment Committee Outlook.
Current market environment:
Overall growth in the U.S....
Thomas Poullaouec, Head of Global Investment Solutions, International and Portfolio Manager at T. Rowe Price, and his team have published their latest insights on...
By Magdalena Polan, Principal and Head of Emerging Market Macroeconomic Research, PGIM
The possibility that China’s slowdown, and under-sized fiscal stimulus, might weigh on the...
High grade sovereign (or government) bonds remain as relevant as ever in an uncertain and complex market environment.
Today’s bond yields are indeed low, and...
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...
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute identifies five themes worth watching in the year ahead.
1. Secular stagnation returns
As 2023...
Andrew Canobi, Director and Portfolio Manager Franklin Templeton Fixed Income, argues that the debate over the US debt ceiling is a timely reminder of...
