As inflation risks continue to evolve, especially in the United States, the United Kingdom and most of the emerging markets, followed by the Eurozone,...
Alex Veroude, Head of Fixed Income, Janus Henderson, looks at how the breadth of fixed income markets can help balance risks and opportunities and...
Thomas Poullaouec, Head of Global Investment Solutions, International and Portfolio Manager at T. Rowe Price, and his team have published their latest insights on...
US debt sustainability is an easy issue to "kick the can down the road" for investors; something that will be a problem 10, 20,...
By Ken Hanton, Independent Fixed Income Specialist
What a year 2024 turned out to be for the Australian securitisation market. For the first time ever,...
Dr Noah Weinsberger, Managing Director and Dr Xiang Xu, Senior Associate, at PGIM have drafted a very valuable, technical paper assessing stock bond correlations....
Rising US Treasury yields are being driven by higher real yields, not inflation fears, according to Brandywine Global, Head of Macro Strategy, Paul Mielczarski.
"Stronger...
Emerging Market Debt in 2025: Stick to Income and Relative Value in a Disruptive Year
Contributing Author
From Damien Buchet, Chief Investment Officer, Principal Finisterre, part of Principal Asset Management
As 2024 is now behind us, we are reflecting on a year...
By Sonal Desai, chief investment officer, Franklin Templeton Fixed Income.
First impressions count, and Kevin Warsh came out as a hawk in his first press...
As the US President Joe Biden and House Speaker Kevin McCarthy reach an in-principle agreement to finalise a budget agreement to raise the $US31.4...



































