Tag: Inflation
Historically Wide Spreads Make Euro Financials an Enticing Proposition
The cycle and the spreads: 17 May 2022 A...
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CLOs Have the Fundamentals to Absorb Recession
As inflation continues to outstay its welcome in the global...
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High Yield Bonds: The Useful Side of Supply Constraints
Fixed income portfolio managers Seth Meyer and Tom Ross note...
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Return of Bond-Equity Correlations Could Offer Respite for Investors
The broad-based sell-off that has faced investors since the start...
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Market Snapshot: Equities Tumble as Inflation Reality Bites
The US consumer price index rose at an annual pace...
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Value Investing in Asia: A Multi-Year Opportunity
Strategic shifts towards decarbonisation and dual supply chains, inflation and...
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What to Watch for Next as Investors Navigate Volatile Markets
With markets volatile as inflation forces central banks’ hands, investors...
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The Great Wave of Yen Weakness
Templeton Global Equity Group highlight that the weaker Japanese Yen...
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Structured Credit: Creditworthy Income Solutions for Investors Facing Rising Rates
Asset-backed securities exposed to secular growth and pandemic recovery trends...
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