Investment analysis for yield and duration-focused investors
We share the macro conclusions from the Invesco Fixed Income year-end Global Investors’ Summit. Investors discussed macroeconomic trends in the US, Europe, the UK, China and emerging markets.
A case study in the use of SAFI strategies for a core fixed income solution that meets a client’s return and tracking error objectives.
Napier Park Portfolio Manager and Lead Portfolio Strategist Elle Sisco recently spoke to Steward Foley on the InsuranceAUM.com podcast.
In 2025, clear storylines on the Federal Reserve, AI stocks, and rates captivated us. But the numbers don’t always match the narratives.
Many market indices showed limited month-on-month movement; however, this masked significant intra-month volatility across numerous markets. The S&P 500 ended the month up 0.25%, despite having bee...
The Bank of Japan (BOJ) board voted unanimously to hike interest rates by 25 basis points (bps) to 0.75%—a 30-year high—at the conclusion of its latest policy meeting on 19 December. The move was w...
Learn how State Street’s innovation delivers efficient exposure to leveraged loans' high yield and low interest-rate risk.
Looking ahead to 2026, hear from Franklin Templeton Fixed Income CIO Sonal Desai, and several portfolio managers as they share their market expectations.
What do you need to know?The European Central Bank (ECB) kept its benchmark interest rate at 2% last week. The widely anticipated decision followed a…
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