A major danger of assessing sustainable investing is to simplify circumstances deserving of nuance. This is particularly the case for emerging sovereign debt markets,...
One of the great advantages of managing benchmark unaware credit strategies is the greater avenues at your disposal to extract higher risk returns through...
While financial crises are often similar, the excesses of each cycle are unique. Today’s excesses resulted from central bank policies designed to counter...
Paul O’Connor, Head of Multi-Asset, Janus Henderson Investors, considers the prospects for growth and interest rates as we move into the final few months...
Article sourced from Kapstream Capital For a time, when interest rates were low, the benefits of investing in fixed income was reduced. Investors, in their chase...
From Mark Dove, Junior Credit Portfolio Manager, Federated Hermes Limited With a global recession looking more and more likely to materialise in the near future,...
This article has been submitted by Income Asset Management In consideration of further rate increases from the RBA, fixed income markets are largely ‘pricing in’ the current...
Lynda Schweitzer, US-based co-head of global fixed income at Loomis Sayles gives us her view of global fixed income markets. Thanks so much for taking...
With surging inflation amid record-low unemployment over the past 18 months, discussions about “secular stagnation” have receded into the background. However, today’s high inflation stems...
Central banks are signalling higher rates and while the market already prices in expected rate rises, investors are unsure when rate hikes will stop....

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