Fixed Income
-
AT1s: Finding the risk/reward sweet spot
By Andrew Lake, head of fixed income at Mirabaud Asset Management It’s been over a year since Credit Suisse; subordinated financials once…
-
Yield advantage presents investment opportunities | PIMCO
The post-pandemic inflation shock and rate-hiking cycle produced a generational reset higher in bond yields, creating a compelling multiyear outlook for fixed…
-
Five structural shifts supporting EM debt | PGIM Fixed Income’s Hepworth
Emerging markets debt has seen better days—but even better days may lie ahead. That’s according to Cathy Hepworth, Head of Emerging Markets…
-
Candriam Fixed Income: Different results on either side of the Atlantic
By Philippe Noyard, Global Head of Fixed Income, Candriam May was a rather mixed month for bond investors, depending on which side…
-
Market turbulence to rock France and Eurozone ahead of elections
Written by Patrick Barbe, European fixed income head and senior portfolio manager at Neuberger Berman Midway through a record-breaking year for elections, we have just…
-
UK interest rates held at 5.25%| But why? Reaction from across the industry
It’s no surprise to IFA Magazine readers that, yet again this month, the Bank of England’s Monetary Policy Committee (MPC) has decided…
-
Schroders: Is the Old Lady of Threadneedle Street ready to fight the markets?
Inflation might be back to 2% and the UK economy may be slowing but the Bank of England will need to break…
-
Liberté, Egalité, Volatilité! | A few thoughts on fixed income from MFSIM’s Benoit Anne
Liberté, Egalité, Volatilité. As Benoit Anne, Managing Director – Investment Solutions Group of MFS Investment Management, explains in the following analysis looking…
-
Paid to wait for rate cuts: Janus Henderson’s Cielinski shares his latest fixed income outlook
Jim Cielinski, Global Head of Fixed Income at Janus Henderson Investors, recognises markets were impatient in wanting rate cuts but the offset…
-
Vanguard previews this week’s BoE decision: MPC ‘itching to cut’ but Vanguard sticking to August for the first interest rate move
According to Shaan Raithatha, Senior Economist at Vanguard, the bottom line is that “The MPC will keep Bank Rate on hold at…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.