With valuations stretched, macro headwinds blowing and spreads near post-global financial crisis tights, our portfolio managers look at the state of the IG market
Japan’s 10-year government bond yield climbs to 1.95%, its highest since 2007, as markets anticipate a BOJ rate hike in December amid weak GDP data and stimulus plans.
Financial markets enter 2026 on solid footing. Resilient economic conditions, robust corporate earnings growth and sustained enthusiasm for large-scale investment in artificial intelligence (AI) sh...
In this episode of The View from Apollo, Chief Economist Torsten Slok lays out the key forces shaping the 2026 macro landscape. He explains why the US economy has remained surprisingly resilient de...
Martin Leinweber, CFA, Crypto Digital Asset Product Strategist
With more than 30% of U.S. market capitalization now trading above 10x sales, today’s market reflects more than optimism—it reflects risk.
Royal London Asset Management's panel of experts joins Mark Colegate to discuss the outlook for 2026.
November’s delayed US labour market report and the December Federal Reserve (Fed) meeting reinforced a consistent message: policy is converging toward neutral, but the committee perceives rising do...
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