24 January 2024 ‘Fixed income portfolios now require a tactical approach’ Fixed income portfolios are likely to face a more complex and volatile...
17 January 2024 European small caps are staging a comeback Small-cap stocks in Europe seem to be making a comeback. After two years of...
15 November 2023 US inflation data challenges ‘higher for longer’ narrative The suggestion that the Federal Reserve will maintain elevated interest rates is...
14 November 2023 Foreign investors defy junk threat in Italy Italian government bonds face a downgrade to "junk status". Nevertheless, after...
09 November 2023 Bond market revival brings back the vigilantes Bonds are now recognised as a legitimate investment alternative, long overdue...
31 October 2023 Not everyone shares fresh enthusiasm for bonds Despite the resilience of the American economy, investors in Treasuries and...
18 October 2023 High-yield senior loans gain traction despite niche status Senior loans, currently the highest-yielding bonds, witness substantial inflows...
13 October 2023 Private credit’s test: Rising defaults as banks compete Once a rising star among investment options, private credit now faces headwinds...
04 October 2023 India’s bond market still lacks full acceptance JP Morgan's recent decision to incorporate India into its Emerging Market bond...
31 August 2023 Everything falls into place for boisterous India Superlatives are raining down on India, which seems to have passed China as the...