Seema shares her global markets outlook for the second half of the year following the recent Fed meeting.
Although the timing remains uncertain, investors can...
Credit markets continued to be characterised by a tug-of-war between attractive all-in yields and historically tight spreads in Q1. But Trump's tariff announcements have...
From Pete Robinson, Head of Investment Strategy, Fixed Income, Challenger Investment Management
The Oxford Word of the Year 2023 was "rizz” – a term used...
Money market fund flows have surged recently—as investors sought refuge from economic uncertainty while enjoying elevated yields—and now sits at a record US$5.7 trillion....
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...
Residential Mortgage Backed Securities (RMBS) are securities that help financial institutions fund operations.
Simply, residential mortgages are pooled together and sold through a special purpose...
From Insight Investment’s Cathy Braganza, Senior Portfolio Manager
High yield may offer best value to those invested for the long term, rather than range trading. Investors...
From Silvia Dall'Angelo, Senior Economist at Federated Hermes Limited, London
US economic data had a generally softer tone this week, suggesting the impact from past...
From Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers.
Markets are getting close to pricing out any interest rates cuts for 2024. That...
