From Mawer Credit Team High yield spreads continue to tighten. As risk premiums fall, and economic and political conditions appear positive for corporates in general,...
Income Asset Management (IAM) proposes two model portfolio solutions for wholesale investors. The two models provide investors with a conservative and transparent portfolio allocated to; (i)...
From Harvey Bradley, Senior Portfolio Manager at Insight Investment High real policy rates provide flexibility to cut With inflation having declined significantly from peak levels, real policy...
A trade war is not good for anyone. If it materialises there will be negative implications for inflation and growth. This is likely to impact...
As we look ahead to 2025, the forces that drive global credit are rife with mixed signals and extreme valuations. As evidenced over the...
The Australian bond market just had its best third-quarter performance since 2011 and the strongest start to a year since 2020. But while investors...
For some investors, credit spread valuation may be perceived as a major headwind for fixed income. But we are of the view that the...
When investing in bonds, two common avenues are buying bonds directly Over the Counter (OTC) or buying bond Exchange-Traded Funds (ETFs). Both methods offer...
PGIM Fixed Income chief investment strategist and head of global bonds, Robert Tipp, CFA, and Tom Porcelli, chief U.S. economist share their views on...
Markets have responded as expected to Donald Trump's victory – higher Treasury bond yields, firmer equities, and a stronger dollar. It is a re-run...

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