The Federal Reserve (Fed) will keep rates on hold for now, leading many to anticipate hikes at future meetings. We think that distracts...
In a market where risks have risen, diversifying within asset classes, particularly defensive asset classes, is just as important as having a sound mix...
AI capital spending may be contributing to higher real rates, but there is little evidence that it’s due to AI bond issuance crowding out...
The CDS trade Credit default swaps (CDS) are derivative instruments which enable investors to hedge the credit spread component of a corporate bond. Buying a...
Markets were recently rattled by three executive orders announcing tariff increases on Mexico, Canada, and China, marking an opening salvo of President Donald Trump’s...
Leading investment experts from Amundi and Franklin Templeton react to the deepening Middle East conflict. Monica Defend, Head of Amundi Institute, said: "The Iran crisis...
A trade war is not good for anyone. If it materialises there will be negative implications for inflation and growth. This is likely to impact...
The RBA raised the official cash rate by 25 basis points to 2.85% in line with market expectations. Apostle Funds Management's Steven Spearing provides...
By Adam Marden, Portfolio Manager, Multi-Asset and Fixed Income at T. Rowe Price The U.S. government will need to issue more Treasury debt to fund...
Fidante recently hosted a Q&A panel of their fixed income asset managers, which included Teiki Benveniste from Ares Australia Management, Alex Stanley from Ardea...

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