From Amundi Asset Management
Investors expect central banks will tame inflation whatever the cost, even triggering recession if necessary. This may indeed be policymakers’ approach...
By Richard Quin, CIO and Principal, Bentham Asset Management
October 2022
Fund structure plays an important part in the performance of credit funds. A well-structured fund...
We hear plenty of experts talking about sectors they favour in the current environment, but how does this translate to your portfolio?
In this article,...
A major danger of assessing sustainable investing is to simplify circumstances deserving of nuance. This is particularly the case for emerging sovereign debt markets,...
By Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds, PGIM Fixed Income
As expected, after the strong interest-rate rally in the fourth...
Franklin Templeton's global investment outlook: a broadening opportunity set
Markets have defied expectations—performing well in the face of economic challenges.
"But as we head towards the...
PIMCO has released its latest 6–12 month outlook on the global economy and markets. PIMCO Economist Tiffany Wilding and PIMCO CIO of Global Fixed Income Andrew Balls write:...
Bonds are useful in different economic conditions. Fixed rate bonds provide certainty in declining interest rate environments, floating rate notes pay a fluctuating rate...
