The South African credit market has evolved significantly over the last decade.
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Unpacking the squeeze in SA bank credit, why “risk-free” might no longer mean what it used to, and how the FLAC rollout could reshape the fixed income opportunity set.
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Initial market exuberance following Trump’s return to office appear to be dissipating given erratic and sudden change to trade and other policy.
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Once a stalwart for financial markets and an enforcer of law and democracy, recent actions by the White House are rapidly creating a low-trust environment globally.
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A Q&A with portfolio manager of Truffle’s award-winning Income fund.
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For nearly half a century, Japan’s bond market has been a graveyard for contrarian investors. The so-called “widowmaker” – betting against Japanese bonds (JGB) in anticipation of rising yields – has claimed many casualties.
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The period of predictable, low-cost Yen appears to be over, while artificially low global interest rates are coming to an end.
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While Emerging Market players share similar characteristics and in aggregate should benefit from the cutting cycle, however local idiosyncratic challenges mean risks will differ across each region, building the case for diversification.
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While Emerging Market players share similar characteristics and in aggregate should benefit from the cutting cycle, however local idiosyncratic challenges mean risks will differ across each region, building the case for diversification.
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