Returning to 2% inflation is not going to be easy. But what is not being openly discussed is that we might not be able to get back below 2% without a severe recession. AXA IM Core CIO Chris Iggo explores...
Financial markets widely expect an interest rate hold by the Bank of England on June 20, but what if they’re wrong? A surprise cut is likely to have ripple effects across the stock, bond and currency...
Fixed term bond funds saw €60bn in net inflows in 2023, when most other asset classes saw outflows. But what are the drawbacks to the structure of these bonds?
Fixed income investors are in a phase where rate cuts are the next big move to play for and strategic fixed-income positioning can help unlock income and returns in a rate-cutting cycle.
Investing in the once 'boring' UK government bond market has never been more popular but investors have a lot to consider outside of rates and inflation.
Be optimistic on alpha generating opportunities, but still with an up in quality bias and a global lens in terms of putting together the optimal portfolio.