Assessing the implications of the proposed privatization of Fannie Mae and Freddie Mac for fixed income investors.
Insights
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Conversations with clients on fixed income at JHI's Madrid Investment Summit.
Jay Sivapalan, Head of Australian Fixed Interest, discusses the impact of geopolitical shifts on global economic dynamics, emphasising the need for investors to realign with government strategic priorities.
Jay Sivapalan, Head of Australian Fixed Interest, discusses the impact of geopolitical shifts on global economic dynamics, emphasising the need for investors to realign with government strategic priorities.
How balanced strategies can help investors stay true to their long-term objectives.
Possible reasons why high yield credit spreads could remain rangebound at low levels.
We explore the different types of investor and their motivations for investing in CLO ETFs.
How the US commitment to stabilising Argentina's economy signals that policy efforts by President Milei to maintain the country’s fiscal anchor are likely to continue.
The historically low default rates in the U.S. IG ABS market can be ascribed to consistent underwriting standards and several investor protections inherent within ABS structures.
The Fed answered the question of whether it’s time to resume rate cuts but invited new questions concerning inflation and its future policy path.
Diverging economic trajectories in Europe provide fixed income investors an opportunity to tailor duration and credit exposure based on local conditions.