Featured Archives

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Global Rates: Time for a Reality Check

Contributing Author

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...

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Bond Income Should Easily Beat Inflation

Chris Iggo

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...

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An Agile Approach to Credit – Amid Volatility and Uncertainty

Mitch Reznick

As we look ahead to 2025, the forces that drive global credit are rife with mixed signals and extreme valuations. As evidenced over the...

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Opportunities for Investors in Australian Banking Credit

Marc Jocum

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...

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Managing Credit’s Pricing of Perfection

Benoit Anne

For some investors, credit spread valuation may be perceived as a major headwind for fixed income. But we are of the view that the...

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Buying Bonds – OTC vs ETFs

Peter Moussa

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...

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The Fed’s Drive Towards Neutral: Slowed, But Not Stopped

Contributing Author

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...

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Trump and the US Govt 10-Year

Chris Iggo

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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Extra Credit – Fallen Angels: Boeing on the Precipice

Contributing Author

From Mawer Credit Team When this piece was being written, Boeing had not filed their US$25 billion shelf prospectus and the company was a downgrade...

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ESG and EM Under a New President

Contributing Author

Ninety One chief sustainability officer Nazmeera Moola, emerging market fixed income portfolio manager Thys Louw, and emerging markets equity portfolio manager Archie Hart share...