From Harvey Bradley, Head of Global Rates, Insight Investment
Between March and June, we saw an unusual situation where government bond yields became positively correlated with...
In brief
-Volatility has risen considerably in the eurozone, which may ultimately pave the way for buying opportunities.
-European fixed income valuation has improved.
-Disinflation is back...
The COVID-19 pandemic upended financial markets and delivered an enormous shock to the global economy. It forced a rapid transition from late cycle into...
The ETF market continues to develop and it’s surprising the diversification you can add in a single trade.
Diversification can be through:
The sheer number...
All sorts of companies and people extend credit. Fixed income credit is essentially the activity of lending to groups other than governments, which generally...
By AXA IM’s Chris Iggo
The prevailing narrative remains one of impending global interest rate cuts and the avoidance of recession. In terms of portfolio...
Global investment grade bonds are back, with quality issuers offering opportunities for investors to diversify portfolios and realise the potential for attractive returns.
After last...
Shan Kwee, CFA, Portfolio Manager in the Janus Henderson Australian Fixed Interest Team, discusses how despite a tough 2022, opportunities still exist in credit...
