This has not been your typical business cycle. The writing was on the wall: a recession was coming. All signs pointed to that inevitability....
By Andrew Lakeman, Atlantic House Co-Founder Stagflation – the uncomfortable coexistence of rising prices and slowing growth – is a topic being raised by investors...
Steven Spearing and Joe Unwin, portfolio managers from Apostle Fund Managers provide an overview of the fund manager, their view of the bond markets,...
History teaches us that governments struggle to rein in liquidity once it's been unleashed. We're entering a new paradigm in which tangible fixed...
Introduction The challenges humanity faces have never been more important than now. We are in the middle of an environmental transition that requires significant investments...
By Johann Plé, Green Social and Sustainability Bonds Strategy Manager at AXA Investment Management Over the past few years, the green bond market has grown...
From Thinktank's business development manager, Lauren Ryan The non-bank lending market has been garnering consistent headlines in recent weeks, as growing economic divergence puts the...
Late November, the Australian Securitisation Forum (ASF) held its annual conference in Sydney. Asset Backed Securities (ABS) are much loved by institutional investors but...
Moody’s cut the US rating one notch to Aa1 from Aaa. This is the first rating downgrade for the US since August 2023 when Fitch...
Goldilocks is back in fixed income Monetary policy divergence No irrational exuberance among investors The surprising comeback of Goldilocks. It probably has not felt...

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