Fixed Income
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Soft landing and friendlier central bank stance bode well for credit markets – Janus Henderson Credit Risk Monitor
‘Soft landings’ are hard to achieve but evidence is building that the US Federal Reserve might be able to pull off this…
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M&G launches Global Corporate Bond strategy to meet growing investor demand for global credit allocations
M&G’s £123 billion market-leading Fixed Income investment business has launched the M&G Global Corporate Bond Fund (the Fund), in response to increasing UK investor…
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“1970s shadow of declaring victory over inflation too soon continues to looms large”: Jon Day, Newton IM
Commenting on the US governments biggest-ever sale of 10 year debt, Jon Day, global bond portfolio manager at Newton Investment Management, said:…
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State Street Global Advisors launches Article 8 emerging market debt fund
State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT) has announced the launch of the State Street…
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PIMCO’s Tiffany Wilding assesses the risk of a ‘no landing’ scenario for the US economy
In her latest update which we’ve shared in full below, Tiffany Wilding, Managing Director and Economist at PIMCO, offers analysis and research…
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How do stocks, bonds and cash perform when the Fed starts cutting rates?
Duncan Lamont, Head of Strategic Research at Schroders analyses the returns of cash, bonds and equities during 22 rate-cutting cycles since 1928.…
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EM fixed income is attractive as Fed looks to cut rates this year – Ninety One
Ahead of today’s Fed interest rate decision, Werner Gey van Pittius, Co-Head of Emerging Market Fixed Income at Ninety One has commented.…
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The Eurozone in 2024: PIMCO’s Mai summarises the key challenges and opportunities and what they mean for European Bond markets
Written by Nicola Mai, Economist, Sovereign Credit Analyst at PIMCO Despite a resilient early start in 2023, the eurozone economy was weak…
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‘The three stages of emotions about the Fed’: MFS IM’s Benoit Anne shares views ahead of Fed meeting
In this analysis, Benoit Anne, Managing Director – Investment Solutions Group of MFS Investment Management, looks ahead to the Fed meeting on…
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Private investors’ gilt investments hit lowest level since 1996 – down 44% in less than three years
Volatile gilt prices over the last two years have pushed the ownership of UK Government bonds by private investors to their lowest…
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