Featured Archives

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Bond Markets: An Investor’s Swiss Army Knife

Chris Iggo

Key Points Fixed income remains one of the most useful and flexible asset classes, especially during uncertain times Higher income has become a much...

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Tariff Truce = Risk-On

Benoit Anne

Incarceration Day If April 2nd was Liberation Day, this may feel like Incarceration Day then. In any case, let’s party as if it were pre-April 2025. The...

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Tariffs Add To A Toxic Combination For US Treasuries

Arif Husain

Among the notable aspects of the April market shakeout was a sell‑off in longer‑term U.S. Treasuries. My concern is that this may be only...

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Trump vs The Fed – What’s Next?

Seema Shah

President Donald Trump's longstanding criticism of Federal Reserve (Fed) Chairman Jerome Powell—ironically, someone Trump himself appointed during his first administration— came to a head...

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Let Powell Drive The Bus

Contributing Author

Deborah Cunningham, CFA, Chief Investment Officer, Global Liquidity Markets, Senior Portfolio Manager, Executive Vice President, Federated Hermes, shares her thoughts on the upcoming FOMC...

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Pushback Grows Against Private Assets Inclusion In ETF Wrapper

Contributing Author

Two European ETF chiefs question suitability of illiquid private assets for ETFs. By Chris Flood, chief correspondent, ETF Stream. Credit is due to Stefan Hoops...

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Fixed Income Asset Allocation Shifts

Contributing Author

From Adam Hetts, Global Head of Multi-Asset and Portfolio Manager, with Oliver Blackbourn, Portfolio Manager, at Janus Henderson Investors. The merits of a diversified portfolio...

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USD Down But Not Out; Going Global a Defensive Strategy; Goldilocks Alive in Europe

Benoit Anne

The US dollar may be down, but it is not out The IMF view on the global economy US asset performance has been...

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The High Yield Market Has Changed, And Why That’s A Good Thing!

Contributing Author

This is an excerpt from Invesco’s Global Fixed Income Strategy Monthly Report, dated 31 March 2025, this part authored by Niklas Nordenfelt. We believe income...

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The Role of Duration In Your Portfolio Right Now

Contributing Author

By Lukasz de Pourbaix Head of Strategic Sales and Solutions, Fidelity International 2022 was a pivotal year for Australian investors, signaling the first rise in the...