Investment analysis for yield and duration-focused investors
Given some key variables, our view is that the current data do not make a strong case for the RBNZ making a near-term move in the Official Cash Rate.
In this second quarter update, Western Asset believes global fixed-income markets face a more complex backdrop as geopolitics, rapid AI adoption and private credit scrutiny intersect.
EMD report Q2 2026
Adoption of private credit has accelerated amid years of benign credit conditions and remarkably consistent performance. Recently, however, cracks have begun to emerge in the sector—a handful of hi...
How geopolitics is creating tactical opportunities within the chemical sector.
Canadian bond markets halted their advance in March, following a surge in near-term inflation expectations driven by rising energy prices amid heightened tensions in the Middle East and concerns ar...
Explore how climate-focused Euro government bonds can strengthen portfolios through a systematic active ETF approach.
Andrew Martin, Co-founder and Portfolio Manager at Alphinity, discusses the latest Australian bank results amid market volatility, including the impact of the Iran war, interest rate hikes, and the...
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