From Michael Goosay – Chief Investment Officer, Fixed Income at Principal Asset Management.
Summary of investment implications
EMERGING MARKET DEBT Emerging market debt continues to build momentum,...
Franklin Templeton has identified 'preparedness' as the overarching theme for 2025, cautioning investors to adjust their expectations after two years of superior returns. "It...
By Daleep Singh, Chief Global Economist, Head of Global Macroeconomic Research, PGIM Fixed Income
If central banks' urgency to return inflation to their respective targets...
By Michael Goosay, Principal Asset Management
Reflecting on 2025, investors have encountered uncertainty fuelled by tariffs, geopolitical conflicts in Europe and the Middle East, and...
It’s not hard to see why investors and asset allocators are in a dichotomy over when/how/why to consider upping allocations or reallocating to fixed...
By Jenna Hayes, Executive Director, Income Asset Management
The rapid expansion of private credit has blurred important distinctions within the asset class. “Private credit” is...
From Moody's Ratings
Australian US-dollar issuance is dominated by investment-grade issuers that benefit from Australia's (Aaa stable) diversified economy, supported by strong immigration-led population growth...
By Benoit Anne, Senior Managing Director, Strategy and Insights Group, MFS Investment Management & Market Insights Team, 7 April 2025, London
Last week’s US tariff...
