A conventional approach to “risk” in fixed income is the idea of a single obligor default risk, i.e. the risk of an individual borrower...
Global private credit can move from a ‘niche’ asset class to a necessity for Australian investors, as demand for reliable income-producing investments grows due...
From Guy Stear, Head of Developed Markets Strategy at the Amundi Investment Institute
Three factors that have contributed to the shift in sentiment
▪ Market reversal: Global...
Inflation continues to be a key theme and despite its recent peak, may stick around for longer than expected. In the first of a...
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...
By Robert Tipp, Chief Investment Strategist and Head of Global Bonds at PGIM Fixed Income
Summary
Most developed market (DM) bond markets have already priced...
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...
By Ken Orchard, Head of International Fixed Income at T. Rowe Price
Despite the U.S. Federal Reserve starting its monetary easing cycle in September, yields...
By Kellie Wood, Head of Fixed Income at Schroders
The third quarter of 2025 delivered strong performance across global asset markets, with the United States...
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute at Franklin Templeton on the latest tariffs notes the following:
US President Donald Trump's...



































