Clearer outlook sets the stage for credit outperformance in 2024 The principal concern for investors today is that a "higher-for-longer" rate environment could further dent...
The desire to invest in bonds seems to be back in fashion again after a very poor 1H22. Rates are attractive and investors are...
How investors and issuers are adapting to structural changes shaping the next era of credit. From Anders Persson Chief Investment Officer, Head of Fixed...
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...
History teaches us that governments struggle to rein in liquidity once it's been unleashed. We're entering a new paradigm in which tangible fixed...
At the start of the year, U.S. exceptionalism, which has prevailed for over a decade, was widely expected to persist. Since then, however, several...
Comments from Patrick Marshall, Head of Private Credit at Federated Hermes on the Private Credit market at the halfway point of 2024. “A visit to Australia was high...
The US dollar may be down, but it is not out The IMF view on the global economy US asset performance has been...
Successful investing requires thorough preparation and involves a deep understanding of businesses and their fundamental drivers of returns. Cognitive biases such as confirmation...
Following a sustained period of higher inflation, complicated more recently by the spike in commodity prices associated with the Russian invasion of Ukraine, central...

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