Investors in sub investment grade (sub-IG) private debt are facing the prospect of their first meaningful default cycle later this year and into 2024. In...
Amundi's Mid-Year Global Investment Outlook
Narrow and uncertain path to growth: global growth to further decelerate and bottom out H2 2023, progressive recovery becoming...
The outlook for 2025 is broadly positive for fixed interest investors, with actively managed strategies well positioned to capitalise on opportunities and mitigate risks...
From Seema Shah, Chief Global Strategist, Principal Asset Management
For months, many leading indicators of economic activity have been signaling a future recession. The full...
By RBA analyst, Bradley Speed
This article has been sourced from the Reserve Bank of Australia. Article first published here.
In this note, I estimate the...
The global high-yield bond market is undergoing a fundamental shift in credit quality that has left its former “junk bond” reputation increasingly disconnected from...
Over the duration, global high yield duration has declined
By Mitch Reznick and Mark Dove, Federated Hermes
This article is taken from Federated Hermes Limited’s 360...
