Fixed Income

London-based fixed interest manager Colchester Global recently presented “Putting the income back into fixed income” to investors, focusing on the current state of traditional fixed income markets. Investment manager at Colchester, Martyn Simpson, explains why fixed income is topical, highlighting that “over the last decade, income has become a bit like the Scarlet Pimpernel. It’s…

Christopher Joye and his growing team at Coolabah Capital regularly stand out among the smartest minds in the industry. Whether analyzing the topic of credit spreads in bond markets or COVID-19 infection rates, they have shown an innate ability to look beyond headline data and connect the dots with what is occurring in the real…

Markets were caught off-guard this week by news that the Federal Reserve had become more hawkish than expected. The issue that gained all the headlines was the fact that Federal Open Market Committee (FOMC) members now expected interest rates to increase twice before the end of 2023; a year early than expected. Further, 13 of…

A feature of the investment markets in recent years has been the reduction in cash rates, as central banks attempt to stimulate economies by effectively forcing both lenders and investors to take, and tolerate, more risk. Ultimately, these policies are aimed at encouraging banks, companies, and investors to lend, invest or consume more in an…

There is a common perception in capital markets that real estate prices are most heavily influenced by interest rate movements. Proponents suggest that an increasing cost of capital and loans will ultimately result in different types of property losing its value. Not so, says Resolution Capital’s CIO, Andrew Parsons. In fact, he suggests that investors…

Michael Karagianis who is the head of NFP and Retail Partnerships at JANA Investment Advisers presented “The role and outlook for credit” at The Inside Network’s third Masterclass session this year. His message to investors is to prepare for further volatility during the COVID-19 recovery. Global interest rates are at historic lows as central banks…

This week, The Inside Network held its inaugural Credit Masterclass event, a deep dive into the intricacies and characteristics of the fast-growing domestic and global credit market. During the day-long session, leading advisers and asset consultants covered every aspect of the credit and less traditional fixed-income sector in detail, ranging from its role and diversification…

A lot has changed over the past few months – successful COVID-19 vaccines have been deployed, President Joe Biden announced his plan to tackle climate change, “unprecedented” fiscal stimulus legislation was passed in the US, and steps towards reopening the global economy continue to unfold. These factors have driven a more-than-doubling of five-year US Treasury…

Recently crowned with the Fixed Interest Manager of the Year award by Morningstar, its third such win in four years, Western Asset Management is on the front food when it comes to global government bond markets. The conditions, despite heightened volatility, offer a rare opportunity for active management. According to Anthony Francis, investment dealer at…

Neuberger Berman, a US$405 billion ($527 billion*) global multi-asset manager, this week highlighted the opportunity arising in credit markets amid the bond and equity market selloff. Commenting on recent events that have seen the 10-year US Treasury bond begin 2021 at a yield of 1.0% and reach 1.6% in recent weeks, the firm’s chief investment…

Tim Snelgrove from Coaster Capital goes in-depth with Peter White from The Inside Network on why long short infrastructure.

It is no longer hype to talk up the growth in private lending. While some metrics on its size are questionable, typically including nearly everything that is not in the public domain as well as lending that is well out of the ambit of the private credit funds, the overarching theme remains intact. The traditional…