The Australian fixed income landscape has changed with conditions now likely to provide many of the defensive attributes that investors have traditionally expected from...
From Sriram Reddy, Managing Director - Credit, Man GLG
Introduction
We have been speaking about the end of the credit cycle for some time, but the...
Inflation continues to be a key theme and despite its recent peak, may stick around for longer than expected. In the first of a...
By Jonathan Butler, Head of European Leveraged Finance and Co-Head of Global High Yield, PGIM Fixed Income
Rapidly changing global markets have become a key...
Hazel Ilango is an Energy Finance Analyst, Debt Markets at the Institute for Energy Economics and Financial Analysis (IEEFA).
Climate risks may be on the verge...
Five bond strategies to help investors navigate evolving markets. From T. Rowe Price.
KEY INSIGHTS
The pain of 2022 has reset bond yields to meaningfully...
The real issue behind the recent banking turmoil is the constriction of credit supply that central banks are inducing notes Andrew Canobi, Director Franklin...
From Seema Shah, Chief Markets Strategist, Principal Asset Management
With the fruitful tandem of low central bank policy rates and muted inflation no longer carrying...
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...
By Robert M. Almeida, Portfolio Manager and Global Investment Strategist
Soaring policy rates have made cash a competitive asset again, prompting an overdue de-rating...