Investment analysis for yield and duration-focused investors
Dickie Hodges, Manager of our Global Dynamic Bond Fund, provides his view of the fixed income market environment.
Rising US rates pressured emerging market debt in Q3, though resilient demand, attractive yields, and varied country performance helped support returns.
Higher capital costs may add fuel to value equities with shorter-duration cash flows.
Looks past headline inflation at how consumer prices have diverged over two decades, plus fixed income and economic trends.
Corporate bond yields are high, but spreads are low. Low spreads are supported by strong corporate fundamentals, and high yields might help offset potential price declines.
As trading volumes and assets under management across the APAC ETF ecosystem reach record levels, market participants have progressively shifted from legacy manual workflows to automated digital pr...
A diversified blend of real assets can potentially play a vital role in the new regime of higher inflation, higher rates and increased market volatility.
The balance of risks has shifted back toward inflation, according to Franklin Templeton Fixed Income. Stronger growth has made the trade-off from tighter policy less binding, while renewed energy p...
Explore three reasons infrastructure debt can complement corporate direct lending within a diversified private debt allocation.
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