All Government Bonds articles – Page 7
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Podcast
Putting Today’s Fixed Income Markets in Context
Global Head of Public Markets, Martin Horne discusses the current opportunities and risks in public fixed income markets and compares today’s macro backdrop with those faced in prior economic slowdowns.
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White papers
A New ‘Impossible Trilemma’?
Can we lower government debt, sustain positive real rates and finance the transition to a low-carbon economy?
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White papers
What the ‘next normal’ means for fixed income: reimagining core bonds
After three years of COVID, roller-coaster economies, inflation and central banks’ frantic fight against an uncertain future, it appears we may finally return to the world we used to know. The “new normal” – where rates are low, volatility subdued, and investors are willing to take on more risk – could yet return. But can it be so simple? After all the upheaval, are we really returning to the pre-COVID era?
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White papers
The More Things Change, Part II
Banking stresses may have tightened conditions enough for policymakers to pause their hiking cycles indefinitely.
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White papers
A Domino Effect?
At Allspring, we’re committed to being purposefully divergent. Our investment professionals are free to voice their own views, and their perspectives enable us to more holistically “see” both potential opportunities and risks.
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White papers
An Inflection Point
Four of Allspring’s fixed income leaders share their perspectives on the market volatility and banking system turmoil in the wake of SVB’s collapse and their views on what lies ahead for fixed income investing.
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White papers
Local-currency emerging market debt: A distinctive asset class
Franklin Templeton Fixed Income suggests that investing in local-currency and hard-currency emerging market debt has many similarities. In this paper they consider those factors and the opportunities available.
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Video
Muni bond update: Credit quality still looks strong
While 2023 has started on shaky ground for the municipal bond market, there are reasons to be optimistic for more stability ahead, according to Jennifer Johnston, Franklin Templeton Fixed Income’s Director of Municipal Bond Research.
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White papers
Politics, Deficits and the Debt Limit
We firmly believe that Congress will ultimately raise the debt limit, but it’s worth remembering that political drama affects markets.
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Blog
A Fresh Approach to Analyzing Bank Capital Bonds
2022’s volatility taught investors that, to certain bank issuers and regulators, the economics of voluntary bond redemptions outweigh the reputational cost of not calling bank capital securities.
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White papers
European leveraged loans: Defensive against rising rates and uncertainty?
2022 represented the end of the more than decade-long bull run and the impact for European loans was a dislocation to yields of c.10%. For long-term investors, we believe this provides an interesting investment opportunity for a senior secured defensive asset class with typically higher risk-adjusted returns than comparable credit risk asset classes.
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White papers
What is a CLO?
CLOs provide an efficient, scalable way of investing in floating-rate loans while offering structural protection that has historically performed well through multiple credit cycles.
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White papers
Firmer foundations for China’s property market in 2023
The Chinese property sector has been in the headlines over the past year, and not for the right reasons.
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White papers
Macro Insights: Outlook for bonds brighter even as growth concerns linger
Markets rebounded in the fourth quarter of 2022, closing a year marked by high volatility as the US Federal Reserve (Fed) reset its monetary policy path.
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White papers
Fixed income rebounds on expectations inflation has peaked
As central banks moderate the pace of hikes and downturn concerns take the shine off riskier assets, bonds have seen renewed interest from investors.
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White papers
Gilts: Testing market appetite for UK Government debt
The Gilt market is bigger than it has ever been – and more volatile than it has been in decades, which throws up interesting and exciting opportunities.
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White papers
Brasília riots add to investor caution over Brazil
Financial markets have been relatively unmoved by storming of capital by supporters of outgoing president but the deep divisions the attacks highlighted remain a concern.
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White papers
Asset Allocation Committee Outlook: 1Q 2023
Neuberger Berman’s Asset Allocation Committee meets every quarter to poll its members on their outlook for the next 12 months on each of the asset classes noted and, through debate and discussion, to refine our market outlook. The panel covers the gamut of investments and markets, bringing together diverse industry knowledge, with an average of 30 years of experience.
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White papers
An improved toolbox to manage volatility and provide income
Concerns around inflation have driven core government bond yields upwards to levels not seen for more than a decade