From Flavio Carpenzano, Haran Karunakaran, and Manusha Samaraweera, Investment Directors at Capital Group.
Key takeaways
• Fixed income markets could offer compelling investment opportunities alongside continued...
Central Banks Yet To Win Battle Against Inflation, Interest Rate Hikes Likely To Continue
Global economic activity has proved stronger than seemed likely at the...
Recent new issues by NAB, Macquarie, and Ampol might have you thinking about adding capital notes, sometimes called ‘hybrids’ to your portfolio. In this...
From asset manager Wellington Management
The nature of economic cycles is changing. Domestic output gaps are expected to be far more important in determining inflation...
Excerpts from webinar discussion sharing their perspectives on managing fixed income portfolios in an era characterised by both heightened volatility and changing inflation dynamics...
The Fed's game plan hasn't changed, but defeating inflation will take longer than it expected. From Deborah A. Cunningham, Chief Investment Officer, Global Liquidity...
Fixed income investment manager, Western Asset, part of Franklin Templeton, has updated their outlook for global bonds as inflation continues its downward trend and...
Last month, there was a moment that analysts and financial market participants had been hoping for some time. Like kids waiting for Christmas morning,...
An extract from The Art of Boring, Mawer Investment Management Podcast Episode 196, with Brian Carney, Portfolio Manager of the Mawer Global Credit Opportunities...
