Investment analysis for yield and duration-focused investors
Both the equity and bond markets seem to be pricing in a limited conflict following the strike on Iran by the US and Israel. However, it would be unwise to discount the potential for further volati...
Long-dated sovereign yields test historic thresholds, raising questions about regime shifts across Gilts, JGBs, and Treasuries.
Yields may settle at more competitive levels.
Franklin Templeton Fixed Income CIO Sonal Desai shares her preliminary views on the impact the conflict in Iran will likely have on bond yields, the US dollar and emerging market assets.
In this episode of Crunching Credit, we explore why software companies are under pressure and discuss the broader high yield outlook amid ongoing geopolitical disruption.
The outbreak of conflict in the middle east will remain an immediate source of concern for investors and likely contribute to volatility for commodity prices and global equity and bond markets.
How active, benchmark-free strategies and ultra-short-dated credit could enhance cash returns.
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