The fear of the Fed macro regime is back, but for how long?
Which are the defensive assets of global fixed income?
The...
Key takeaways:
Yields are not just pricing inflation volatility, but increasingly the return of fiscal risk, sovereign supply concerns, diminished central bank balance sheet...
The outlook for 2025 is broadly positive for fixed interest investors, with actively managed strategies well positioned to capitalise on opportunities and mitigate risks...
The Australian regulatory regime is not geared toward the growth of a vibrant retail bond market. This is an issue market participants have grappled...
From PGIM
The expansion in global credit markets provides levered companies with several financing options.
Depending on a company’s financial health, these options can include publicly...
Last week I interviewed Flavio Carpenzano, London based Multi Asset Investment Director and Haran Karunakaran Australian based Fixed Income Investment Director from Capital Group....
In the context of fighting inflation, the 'final mile' represents the successful and sustainable achievement of a central bank's inflation target.
Stephen Dover, Chief Investment...
Here we interview Gary Wilson, a long-term bond investor and Toowoomba, Queensland resident. A few years ago, Gary sold all of his investments in...
Darrell R. Spence is an economist at Capital Group. He has 29 years of investment industry experience, all with Capital Group. He holds a...
The escalating geopolitical tensions driven by great power rivalries and conflicts have made defense a critical focus for policymakers and investors, according to Kim...



































