Last month, there was a moment that analysts and financial market participants had been hoping for some time. Like kids waiting for Christmas morning,...
By Daniel Morris, chief market strategist, BNP Paribas Asset Management
European temperatures are not the only area where long-time records are being broken. The UK's...
Investors have endured a tough year. Barry Gill, Head of Investments, UBS Asset Management, introduces the year-end edition of their investment publication and discusses...
By Catherine Braganza, Senior Portfolio Manager, Insight Investment
This excerpt is derived from Insight Investment’s ‘Thoughts for 2025’ Paper. To view the full report, click...
Global investment manager, Franklin Templeton, says that although inflation will continue to be an issue for the next 6–12 months and the global economic...
Over the duration, global high yield duration has declined
By Mitch Reznick and Mark Dove, Federated Hermes
This article is taken from Federated Hermes Limited’s 360...
Dr Noah Weinsberger, Managing Director and Dr Xiang Xu, Senior Associate, at PGIM have drafted a very valuable, technical paper assessing stock bond correlations....
By Erik S. Weisman, Chief Economist and Portfolio Manager, MFS Investment Management
The jury is out on whether the United States economy will be able...
The real issue behind the recent banking turmoil is the constriction of credit supply that central banks are inducing notes Andrew Canobi, Director Franklin...
MARKET PERSPECTIVE
Inflation concerns remain at the forefront for central banks and investors as global growth continues to trend lower amid supply disruptions, geopolitical challenges...
