From Dan Farmer - CIO of MLC Asset Management
Fixed income
Market pricing of the Fed appears overdone in our central case soft-landing view, and with...
From Mawer Credit Team
High yield spreads continue to tighten. As risk premiums fall, and economic and political conditions appear positive for corporates in general,...
Following the release of CPI figures this week, Mutual Limited’s CIO Scott Rundell looks at how markets have reacted and the short-term outlook.
Australia’s inflation...
Socially conscious investors have been putting their money where their mouths are and starting a wave of investments in companies and funds that follow...
Shifting rate expectations
The prospect of higher inflation, resulting from the Middle East conflict, has shifted interest rate expectations; in turn, fixed income market returns...
Bonds are useful in different economic conditions. Fixed rate bonds provide certainty in declining interest rate environments, floating rate notes pay a fluctuating rate...
ETF investors continue to show strong interest in personalization; Familiarity with direct indexing grows - A report from Schwab Asset Management in the U.S.
Fixed...
Shift toward Europe and Asia-Pacific IG credit and EMD as asset owners reassess concentration risk
Asset owners are increasing allocations to fixed income as they...
How investors and issuers are adapting to structural changes shaping the next era of credit. From Anders Persson Chief Investment Officer, Head of Fixed...
