Insights Archives

Insights

Testing The Waters – From Waiting It Out To Wading In

Contributing Author

Opinion piece taken from Nuveen’s Global Investment Committee mid-year outlook. The following outlook includes directions to investment destinations where the water may prove warmer and...

Insights

Four Themes Shaping Global High Yield Bonds Opportunities

Mike Della Vedova

Key Insights Global high yield bonds offer potentially attractive yields, with better value and opportunities in Europe. Default rates are not expected to return...

Insights

The Fed’s Proper Fight On Inflation Is Just Getting Started

Janu Chan

Inflation has been kind of an enigma for the world over the past few years. Policymakers dismissed rapidly rising inflation early on and viewed it...

Insights

Equities Ignore Recession, Profit Risks

Robert Almeida, Jr.

In Brief Equities tend to wake up late to recession risks. A buildup of short-term corporate debt should weigh on profits as borrowing costs...

Insights

The Tapestry of Debt and What We Need To Do To Unravel It

Contributing Author

As the US President Joe Biden and House Speaker Kevin McCarthy reach an in-principle agreement to finalise a budget agreement to raise the $US31.4...

Insights

In Debt We (Can No Longer) Trust

Contributing Author

Andrew Canobi, Director and Portfolio Manager Franklin Templeton Fixed Income, argues that the debate over the US debt ceiling is a timely reminder of...

Insights

Banking Crises: Size Doesn’t Matter

Andrew Cornell

The global financial system nearly collapsed in September 2008 when “globally significant” bank Lehman Bros failed, insurance company AIG (which insured many securities) had...

Insights

The US Debt Ceiling: A Dangerous Anachronism

Scott Rundell

Readers of the financial press recently will have noted the term “US debt ceiling” popping up frequently in the market narrative. It is one...

Insights

Nine High Yield Managed Funds to Beat Inflation

Elizabeth Moran

Inflation continues to be a key theme and despite its recent peak, may stick around for longer than expected. In the second installment of...

Insights

Fostering Change With Impact Investing

Contributing Author

Pursuing social and environmental impact alongside financial returns A joint paper from T. Rowe Price by: Matthew Lawton, Portfolio Manager, Global Impact Credit Strategy Hari...