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....
Mutual Limited CIO Scott Rundell has provided some commentary following the US CPI data figures released overnight:
Overview: well, that was fun
Markets have...
