Janus Henderson Investors Portfolio Manager Daniel Graña notes that the most assertive of Donald Trump's economic proposals could range from being unhelpful to harmful...
This is an excerpt from Invesco’s Global Fixed Income Strategy Monthly Report, dated 31 March 2025, this part authored by Niklas Nordenfelt.
We believe income...
From Ward Brown, Fixed Income Portfolio Manager and Robert Almeida, Portfolio Manager and Global Investment Strategist, MFS Investment Management
What are the structural differences between...
Credit ratings are important indicators of risk and return in fixed income markets.
They give investors an indication of the perceived future risk they are...
By Jay Sivapalan, Head of Australian Fixed Interest and Emma Lawson, Fixed Interest Strategist – Macroeconomics at Janus Henderson Investors.
President Trump's tariff policy has...
From Matthew Macreadie, Executive Director, Credit Strategy and Portfolio Management - IAM Capital Markets
Australia’s inflation problems may see 50bps of further monetary tightening,...
From Justin Tyler, Director, Daintree Capital. Please refer to the glossary at the end of the article for a definition of some technical terms.
With...
