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...
By Haran Karunakaran, Investment Director at Capital Group
Key takeaways
The last few months have seen a significant change in the macroeconomic environment. Policy rates...
In Brief
Equities tend to wake up late to recession risks.
A buildup of short-term corporate debt should weigh on profits as borrowing costs...
Amid the resurgence of market volatility from US President Trump’s tariff threats, broader policy uncertainty, and elevated equity market valuations, there is a worthy...
While the consensus market outlook has shifted, US Treasuries don't appear to be following along, according to Western Asset, part of Franklin Templeton.
Robert Abad,...
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...
New Kid On The Block – Fortlake Delivers Four Strategies For High Income, Inflation Protection and Absolute Return
Elizabeth Moran
Today marks the official launch of a new Australian based fund manager - Fortlake Asset Management.
Fortlake brings together some of the best investment minds...
Interview with Peter Kent, Ninety One’s Co-CIO of Fixed Income
Kent is a strong advocate for diversifying into emerging market (EM) debt, saying the lines...
Wealth manager Eaton Vance is currently upbeat about the investment prospects for local-currency-denominated Emerging Market Debt (EMD) and has provided the following outlook.
The Eaton...
This is a hot topic in our client meetings, although this is probably the wrong way to frame the discussion. Indeed, it should be:...


































