Rallying bond yields supported fixed-coupon markets, particularly in the US, which now look particularly expensive.
Against a backdrop of rallying sovereign bond markets, credit markets...
US financial markets are watched closely given the US dollar is still considered the world’s safe haven currency. Recently, Fitch downgraded the sovereign’s credit...
In this market environment where headlines are rampant and political developments continue to emerge, one macroeconomic event stands out from the others; the US...
Major Asset Classes: Equities, Bonds and Cash
Although global bond yields lifted modestly further and forward earnings slipped lower in October, global equities rebounded as...
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...
Amundi Asset Management has released a new paper covering its 2023 Investment Outlook, titled “Some light for investors after the storm."
We present here the...
By Magdalena Polan, Principal and Head of Emerging Market Macroeconomic Research, PGIM
The possibility that China’s slowdown, and under-sized fiscal stimulus, might weigh on the...
From PGIM Fixed Income
As anticipation towards tomorrow's tariff announcement mounts, it remains unclear how the approach to reciprocal measures might unfold, e.g., whether they...
