A series of fixed income and currency macro viewpoints from Insight Investment’s lead portfolio managers, outlining current market conditions and positioning.
Companies with local supply...
By Lotfi Karoui and Gabriel Cazaubieilh, PIMCO
Concerns about private credit have intensified in recent months. Investors are grappling with questions about weakening credit quality,...
Tim Murray, Capital Market Strategist in the Multi-Asset Division at T. Rowe Price, shared his views on recent market volatility following the Middle East...
From Laura Cooper, Managing Director, Head of Macro Credit and Global Investment Strategist, Nuveen
Markets are facing a geopolitical shock – but the investor playbook...
By Jenna Hayes, Executive Director, Income Asset Management
The rapid expansion of private credit has blurred important distinctions within the asset class. “Private credit” is...
By Pete Robinson, Head of Investment Strategy, Challenger Investment Management
Many will have seen the recent news regarding US Private Credit exposure to the software...
Leading investment experts from Amundi and Franklin Templeton react to the deepening Middle East conflict.
Monica Defend, Head of Amundi Institute, said: "The Iran crisis...
