The start of 2024 has caught many investors off guard. Resilient US growth and inflation have defied expectations, leading to higher bond yields and...
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...
A major danger of assessing sustainable investing is to simplify circumstances deserving of nuance. This is particularly the case for emerging sovereign debt markets,...
From Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers.
Markets are getting close to pricing out any interest rates cuts for 2024. That...
From Mark Dove, Junior Credit Portfolio Manager, Federated Hermes Limited
With a global recession looking more and more likely to materialise in the near future,...
From Mawer, Global Credit Team
A Capital Supercycle Meets a Credit Moment
The rise of generative AI has kicked off one of the most capital-intensive buildouts...
Successful investing requires thorough preparation and involves a deep understanding of businesses and their fundamental drivers of returns.
Cognitive biases such as confirmation...
Article by Manuel Hayes, Senior Portfolio Manager, Insight Investment
High yield corporate credit has emerged as one of our asset class picks for 2022 (see:...
The US high-yield credit market has been a reliable asset class for investors growth fixed income allocations over the past decade. Grant Webster, Co-Head...
