The Bank of Japan (BoJ) raised interest rates for the first time since 2007 and has eliminated the yield curve control framework.
Franklin Templeton Fixed...
Despite the focus on credit spreads, yield has proven to be a more reliable indicator of high yield market attractiveness. With a strong correlation...
Excerpts from webinar discussion sharing their perspectives on managing fixed income portfolios in an era characterised by both heightened volatility and changing inflation dynamics...
From Donald Ellenberger, Senior Portfolio Manager and Head of Yield Curve Committee at Federated Hermes
This month’s slightly cooler U.S. inflation report likely won’t give...
The Australian Securities & Investments Commission has released a discussion paper on the dynamics between public and private markets and is seeking submissions and...
Including fallen angel bonds in a diversified portfolio may provide an attractive opportunity for Australian investors to increase returns and reduce risk. Yet options...
Incarceration Day
If April 2nd was Liberation Day, this may feel like Incarceration Day then. In any case, let’s party as if it were pre-April 2025. The...
By Alan Siow, co-head of emerging market corporate debt, Ninety One
The new regime
The shift to a new macroeconomic regime is among factors that have...
From Pete Robinson, Head of Investment Strategy, Fixed Income, Challenger Investment Management
The Oxford Word of the Year 2023 was "rizz” – a term used...
