global bonds

Why the PIMCO founder and "King of Bonds" backs value and dividends over growth and rate cuts

Tectonic shifts are creating new opportunities for investors with a global mindset.

The portfolio building blocks that underpin the role of fixed income are finally back, says JPMAM’s Myles Bradshaw – here’s why

US fixed income and credit command a lot of attention, but a region in our backyard offers higher yields for equivalent credit quality.

Alexandre Ventelon of Morgan Stanley Wealth Management steps up to share how he would invest some fresh investor capital.

History is against the Fed as a credit crunch looms in the US economy. Now is the time to prepare portfolios against the coming correction.

Last year’s equity drawdown was NOT the recession bear market. And this year’s rally is NOT a bear market rally. That bodes well for 2023.

One of the most fascinating developments in financial markets over the past year has been the Bank of Japan (BOJ) and its policy of yield curve control (YCC). It has...

We challenged fund managers to put forward a bold or dangerous prediction for 2023. Which fortune-teller will reign supreme this year?

At this point in the cycle, we believe risks are asymmetrical and skewed to the downside regarding government bond yields. With the Federal Reserve expected to pause...

It was a feature in every headline earlier this year, but it seems to have slipped away as financial markets turned their attention to other concerns. But we cannot...

If there is anyone we trust to make financial markets that little bit more fun/everyman, it's the one and only Ally Selby. Recently, she wrote a piece questioning...

Something big is about to break, and you need to be nimble. That was the main message from T. Rowe Price's Head of International Fixed Income Arif Husain, who...

Around the proverbial four walls of Livewire, everyone loves to talk about how investors pick the best stocks. It's not just about getting exposure to the Big Four...

Financial markets have rarely been more exciting than they are right now. And while equities get most of the attention, the real action is in global bonds.  The US...

Between Michael Korber of Perpetual Asset Management, John Likos at BondAdviser, and Jay Sivapalan from Janus Henderson, we have featured 85 years of experience in...

I recently stumbled across a daily markets report (by Mark Gardner at Maqro Capital, if you must know) which argued the "extraordinarily dour outlook" for price...

It may have been former US President Gerald Ford who once remarked "our long national nightmare is over", but bond traders are finding all too quickly their...

The global bond market is enormous, estimated at about US$120 trillion, while in Australia the corporate bond market makes up 60% of the market cap of the entire ASX....

As a manager of high grade bonds, we are quite amused to see so many comments of late regarding bonds and yields, making it difficult for investors to distinguish...