By Sébastien Page, CIO and Head of Global Multi-Asset at T. Rowe Price
There’s no perfect historical analogy for the current environment. Fiscal and monetary...
Rallying bond yields supported fixed-coupon markets, particularly in the US, which now look particularly expensive.
Against a backdrop of rallying sovereign bond markets, credit markets...
From Chief U.S. Economist PGIM Fixed Income, Tom Porcelli.
PGIM Fixed Income conducted analysis based on the potential election scenarios and their estimated impact on...
European investment manager Amundi says that economic growth is moderating but not collapsing across the developed world and inflation is falling in line with...
The combined US unemployment and inflation picture suggests the Federal Reserve (Fed) will take monetary policy easing slowly. Two more 25 basis point (bp)...
From Chief Investment Officer, Michael Goosay. This is an extract from Principal Asset Management’s 4Q24 report.
It has certainly been an eventful quarter for fixed...
From Martin Rea, Senior Consultant, JANA Investment Advisers about the impact of Hurricane Milton on the Catastrophe Bond Market.
The worst seems to be...
