Investment analysis for yield and duration-focused investors
AI in credit markets: AI-linked issuers now 19% of US IG bonds, yet most companies show limited profit or credit gains so far.
The rise in global bond yields that has been building over the last couple months accelerated in recent weeks, with the 10-year U.S. Treasury yield spiking to nearly two-decade highs and pulling Ca...
While a spike in bond yields leaves stocks looking relatively expensive, the continued rise in corporate earnings should see equities add to their gains over the coming months.
UK second quarter GDP was revised stronger, as new methods reveal how much new economic activity has been missed from the data. Rising real disposable incomes encouraged a rise in the UK household...
Today's September jobs report showed 254,000 positions added, way above the 140,000 analysts had expected. Treasury yields and stocks jumped on the news as recession fears receded.
Frank Meijer and Erik den Hertog spoke with Shaun Beaney and Kerstin Weil at Preqin First Close about investor appetite for alternative fixed income, asset-backed securities (ABS), collateralized l...
Singapore’s appeal has long rested on stability. Its credit strength and established businesses have made it a familiar market for investors seeking resilience. But that familiarity can also make i...
Historically, investors have struggled to add meaningful alpha through security selection. A dynamic new credit scoring approach could change that.
U.S. stocks were mixed last week, with the S&P 500 Index and NASDAQ Composite both moving higher on strength in the AI trade, while the Russell 2000 Index fell as Treasury yields pushed to fresh po...
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