After a challenging period for fixed-income markets, conditions look to be right for a better year in bonds according to Aviva Investors.
• The reasons...
How the prices of goods and services have changed is not only an enduringly, topical conversation point, it offers a fascinating insight into society...
By Benoit Anne, Managing Director, Investment Solutions Group
While there have been plenty of fears in global markets in the recent past, we believe that...
There’s growing consensus that rates have peaked and now is an opportune time
to reassess investment options, prime case in point is Term Deposits (TDs)...
There were huge inflows into fixed income funds last year with Vanguard reporting that Australian bond ETFs received A$3.81 billion in cash inflows in...
SIFMA is a US securities industry member association and they do a lot of work advocating for effective and resilient capital markets. Its recent...
Bullish on bonds as new paradigm emerges. By Gregory Peters, Co-Chief Investment Officer PGIM Fixed Income
The end of the Great Moderation is introducing an...
By Bas van Geffen, CFA, Senior Macro Strategist, RaboResearch
Just like 2022 was the year of the global hiking cycle and 2023 was the year...
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute identifies five themes worth watching in the year ahead.
1. Secular stagnation returns
As 2023...
By Magdalena Polan, Head of Emerging Market Macroeconomic Research, PGIM Fixed Income
A changing US-China relationship, the regionalisation of global supply chains and the reemergence...