Central banks are signalling higher rates and while the market already prices in expected rate rises, investors are unsure when rate hikes will stop....
Concerns grow for the global economy, inflation is not beaten, says Morgan Stanley Investment Management
As the challenge of bringing down inflation remains ongoing, the...
From Apostle Funds Management portfolio manager Joe Unwin.
Why investors should favour credit over other asset classes in 2023
Relative value in both defensive and...
Key takeaways:
Yields are not just pricing inflation volatility, but increasingly the return of fiscal risk, sovereign supply concerns, diminished central bank balance sheet...
From Silvia Dall'Angelo, Senior Economist at Federated Hermes Limited, London
US economic data had a generally softer tone this week, suggesting the impact from past...
By Michael Goosay, chief investment officer fixed income, Principal Asset Management
What lies ahead for fixed income investors in the year ahead?
In short, heightened uncertainty...
We sat down with Matthew Nest, Global Head of Active Fixed Income, State Street Global Advisers, the 4th largest asset manager worldwide, to discuss...
