By Ken Hanton, Independent Fixed Income Specialist What a year 2024 turned out to be for the Australian securitisation market. For the first time ever,...
By John Sidawi and Ihab Salib, Senior Portfolio Managers at Federated Hermes Ballooning public debt is forcing many countries to overhaul fiscal rules, which could...
By Michael Goosay, chief investment officer fixed income, Principal Asset Management What lies ahead for fixed income investors in the year ahead? In short, heightened uncertainty...
From Robert Tipp, chief investment strategist and head of global bonds, PGIM Fixed Income Lacklustre Q4 performance sets the stage for a 2025 bull market No...
By Catherine Braganza, Senior Portfolio Manager, Insight Investment This excerpt is derived from Insight Investment’s ‘Thoughts for 2025’ Paper. To view the full report, click...
A major macro regime transition for 2025 Risks to US market rates are no longer skewed to the downside Rosy vs. gloomy, a...
Despite higher yields, the world is not walking away from bonds - or threatening not to finance government deficits. US Treasury long-term yields of...
Good data is bad More precisely, bad news for risky assets. This has become (yet again) evident after the market's recent response to the strong...
Tim Murray, Capital Markets Strategist, Multi‑Asset Division at T. Rowe Price, shares his comments on the potential implications of the new presidential administration on...
From Damien Buchet, Chief Investment Officer, Principal Finisterre, part of Principal Asset Management As 2024 is now behind us, we are reflecting on a year...

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