Hedging Geopolitical Risks & Fixed Income Regains Diversification, HY Resilience
Contributing Author
From Benoit Anne, Senior Managing Director, Head of Markets Insights Group & Erik Weisman, Chief Economist, MFS Investment Management
Market Insights
How to hedge rising...
Bryan David, Multi sector Portfolio Manager, Principal Asset Management
Markets opened the year with enthusiasm over the prospect of forthcoming policy rate cuts after the...
Market returns have been strong in the first half of 2025. It seems investor optimism - alongside consumer and corporate resilience - have together...
My view on fixed income markets at the beginning of 2026 remains consistent with my
perspective from 2025: I continue to expect long-maturity, high-quality government...
Stubborn inflation, higher interest rates, and slower economic growth point to a murky near-term outlook
T. Rowe Price has released its outlook for global financial...
Interest rates are incredibly low and there is an enormous amount of cash looking for a home. So much so, that any new bond...
From Chief U.S. Economist PGIM Fixed Income, Tom Porcelli.
PGIM Fixed Income conducted analysis based on the potential election scenarios and their estimated impact on...
Bullish on bonds as new paradigm emerges. By Gregory Peters, Co-Chief Investment Officer PGIM Fixed Income
The end of the Great Moderation is introducing an...
As direct lending matures and other private credit areas expand, active investors can apply relative value strategies across sectors – and even entire markets...
New Kid On The Block – Fortlake Delivers Four Strategies For High Income, Inflation Protection and Absolute Return
Elizabeth Moran
Today marks the official launch of a new Australian based fund manager - Fortlake Asset Management.
Fortlake brings together some of the best investment minds...



































