US monthly inflation reached 7% last week, the fastest rise since the early 1980s, and the FED came out and said it may have...
By Katharine Neiss, PhD, Deputy Head of Global Economics and Chief European Economist, PGIM Fixed Income
Tariff uncertainty has rattled business sentiment and dented investment plans,...
From Seema Shah, Chief Global Strategist, Principal Asset Management:
Several characteristics of the U.S. Treasury yield curve highlight the heightened risks to the economic outlook...
The following markets commentary has been provided by Federated Hermes, including comments on the global commercial property market.
Lewis Grant, Senior Portfolio Manager for Global...
By Nikolaj Schmidt, Chief International Economist, T. Rowe Price.
Recently, we have seen the 10-year US government bond rise above 5 per cent again, while...
Good data is bad
More precisely, bad news for risky assets. This has become (yet again) evident after the market's recent response to the strong...
At first glance the proposed new changes to small business insolvency and liquidation seem positive, but who lends to the businesses and how do...
Ninety One's Multi-Asset Credit team explains how the bank capital (AT1) market has staged a remarkable recovery since last year's turmoil following the collapse...
From Charlie Jamieson, Chief Investment Officer, Jamieson Coote Bonds
Recent commentary has focused on the supposed perils of steeper sovereign yield curves, which have featured...
From Mawer Credit Team
When this piece was being written, Boeing had not filed their US$25 billion shelf prospectus and the company was a downgrade...



































