Fixed Income Portfolio Manager Brij Khurana breaks down the central bank's policy decisions during the pandemic and explains how they continue to affect financial markets.

A rising 10-year U.S. Treasury yield, falling oil prices, eurozone disinflation, and strong US economic data made market headlines last week.

Incorporating an outsourced trading solution into your business continuity plan can help trading desks function optimally, even during times of crisis.

With the economic picture evolving from low rates and high growth higher rates and recessionary fears that have yet to be realized, investors continue to turn to private assets in 2024.

A rising 10-year U.S. Treasury yield, falling oil prices, eurozone disinflation, and strong US economic data made market headlines last week.

Investors have reduced their expectations for the number of Fed rate cuts this year. The U.S. Personal Consumption Expenditures Price Index release is scheduled for Friday.

In 2023, equity markets experienced a significant shift with the outperformance of Growth and Cyclical segments, driven by factors such as resilient economic activity, decreasing inflation, and expanded valuation multiples due to the surge in sentiment.

Franklin Templeton Fixed Income believes the U.S. economy shows strength, while the European economy remains stagnant, and both central banks are looking for continued evidence of lower inflation before starting their easing cycles. Read more in the latest Sector Views.

U.S. residential credit features three key benefits for insurance companies: a high-yielding and diversifying investment with exposure to a healthy underlying real estate market; attractive capital treatment and the ability to secure low-cost financing, and; efficient ways to access a granular asset-class through customised…

MetLife IM now expects the U.S. economy to avoid a recession in 2024. Businesses are emerging as a backstop – largely due to high and rising profit margins, a manufacturing rebound and a resilient services sector. However, MetLife does remain somewhat concerned about the strength of the consumer. Find out why in the latest…

After a dramatic repricing, are offices still expensive given the risks the sector faces?

A rising 10-year U.S. Treasury yield, falling oil prices, eurozone disinflation, and strong US economic data made market headlines last week.

Lower inflation, interest rate cuts in the U.S., EM earnings growth recovery, and compelling yields on corporate bonds are part of Loomis Sayles’ outlook.

The market for high-yield bonds is currently experiencing a wider dispersion between its highest and lowest-yielding securities. This trend reveals significant disparities in individual bond performances, presenting opportunities for targeted investment choices rather than broad, sector-based strategies. Precise and active…

After the bullish rally, which drivers will markets look to? Mirova's team monthly update on the markets explores this issue.

In recent decades, the production and consumption of plastic, particularly single-use items, has surged. Momentum is also growing to address plastics pollution.

Another higher-than-expected U.S. inflation number means the U.S. Federal Reserve should be in no rush to cut rates before price pressures subside. With the risk of inflation continuing to surprise to the upside in the near term, BNP Paribas nows expects benchmark 10-year yields to potentially retrace to 4.75%, at which…

Explore this analysis of the high-yield bond market with a focus on CCC-rated bond performance, the role of energy exposure, and the importance of active management.

How are indices helping investors assess the growing range of thematic solutions? S&P DJI’s Ari Rajendra and BlackRock’s Jay Jacobs dive into the expanding landscape and the innovations and data helping investors at the leading edge of thematic trends.