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...
Last Friday I attended a panel discussion with Chamath De Silva, Head of Fixed Income at BetaShares, Chris Joye, Chief Investment Officer at Coolabah...
Rapid growth of this opaque and highly interconnected segment of the financial system could heighten financial vulnerabilities given its limited oversight.
From Charles Cohen, Caio Ferreira, Fabio...
By Haran Karunakaran, Investment Director at Capital Group
Key takeaways
The last few months have seen a significant change in the macroeconomic environment. Policy rates...
by Benoit Anne, Managing Director - Investment Solutions Group, MFS Investment Management
Can US government bonds withstand the growing mountain of debt?
We have a fiscal...
Despite data over recent months creating a credible case for interest rates to remain higher for longer, major central banks have continued to fuel...
Next 10 years could see higher growth and lower inflation compared with our 2023 long-term forecasts, partly due to productivity gains from the...
Ninety One's Multi-Asset Credit team explains how the bank capital (AT1) market has staged a remarkable recovery since last year's turmoil following the collapse...
From Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers.
It feels like boom time. Markets are hitting all-time highs. The US economy continues...
By Greg Peters, Co-Chief Investment Officer, PGIM Fixed Income
This time last year, Chairman Jerome Powell and the U.S. Federal Reserve were attempting what nearly...