Ken Orchard, Head of International Fixed Income and Portfolio Manager for Diversified
Income Bond Strategy, T.Rowe Price shares his outlook for the US economy and the Fed’s policy direction:
I would characterize what we've seen so far this year as more of a pause in U.S.
exceptionalism than the end of it,...
By Steven Spearing – portfolio manager Apostle funds management.
Why incorporating floating rate securities as part of a fixed income portfolio can help investors manage interest rate risk and improve capital stability.
Central banks around the world have been raising interest rates in 2022 to bring high levels of inflation under...
By Robert Tipp, CFA, Chief Investment Strategist & Head of Global Bonds at PGIM Fixed Income
This year has been a roller-coaster for the bond market as alternating waves of pessimism and optimism mirrored the wide swings in economic data. However, higher yielding sectors, such as high yield corporates and...
An Amundi Institute cross asset investment strategy research paper.
High inflation has not triggered a wage-price spiral in the advanced economies.
Monetary tightening has contained inflation expectations and a continued firm stance will bring down inflation, possibly faster than expected, according to Amundi, a European investment manager.
Mahmood Pradhan, Head of Global Macro...
From Nathan Shetty, Head of Multi-Asset, Nuveen
Key takeaways:
Previously effective investment strategies may have limited utility in the new environment. A more rigorous approach to diversification and risk management is now essential.
A considerably more dynamic approach to asset allocation is paramount. Country-specific risk profiles are changing and global investors should...
From Insight Investment
The Fed took a modestly more hawkish tone at the latest FOMC meeting. It announced it will begin slowing its pace of quantitative tightening. We still project rate cuts this year and believe it remains a compelling time to add exposure to fixed income.
The Fed Continues to...
By Gaby Rosenberg, Co-Founder, Blossom
In a remarkable shift, Australian investors are rewriting the playbook, turning their attention to bonds over equities.
As the financial landscape sees continued volatility, prudent investors are seeking new and different strategies to diversify their portfolios and safeguard their investments. Bonds have emerged as a compelling...
From Bell Potter
ANZ announced the offer of a new Additional Tier 1 (AT1) capital security, being ANZ Capital Notes 8 (ASX:AN3PK), to raise ~A$1bn on 15 February 2023. The ensuing margin bookbuild on 22 February 2023 was heavily subscribed and resulted in an early closure of the book with...
By Johann Plé, Green Social and Sustainability Bonds Strategy Manager at AXA Investment Management
Over the past few years, the green bond market has grown from a niche market to a credible alternative to the conventional bond market.
So far this year, green bonds issuance is up 25% of the previous...
Fixed Income News editorial director Elizabeth Moran talks to eInvest managing director Camilla Love about her career journey working in financial services, her passion projects including Future Women in Finance and eInvest's investment philosophy and funds.
Elizabeth Moran:
Camilla, Can you tell us a little bit about yourself and how you...
