Moral Hazard in China is Breaking Emerging Markets, Fixed Income & Credit The Chinese government’s willingness to let private companies default on their debt is a sign of a maturing domestic market and helps price debt issuances more accurately, according to Fidelity International. Read More
Real Estate Debt Better Than Equity Fixed Income & Credit, Real Estate From a macroeconomic point of view, real estate debt looks better than real estate equity, PGIM CEO of Real Estate, Eric Adler, says. Read More
The Potential Pinch of the Royal Commission Economics, Fixed Income & Credit, Risk and Regulation, Women in Finance If one of the outcomes of the Royal Commission is for Australian banks to be required to strengthen their lending standards, it could cause housing credit growth to slow significantly, perhaps resulting in a credit crunch, Whitehelm Capital says Read More
The Trouble with Measuring Free Stuff Economics, Fixed Income & Credit Critics have argued that classical economic measures fail to capture the growth and productivity of today’s technology-driven world, but what does the US Bureau of Labour Statistics think about this? Read More
Don’t Underestimate Technology-driven Deflation Fixed Income & Credit, Private & Alternative Markets Technological advancement and global demographics may have changed the foundations of our global economy permanently, Principal Global Investors CEO says. Read More
Insurers Increase Diversification of Portfolios Fixed Income & Credit, Private & Alternative Markets A Goldman Sachs survey of insurance investment professionals shows insurers are taking on more risk as confidence in growth assets increases. Read More
Fixed Income Sees Most APAC Inflows Asset Allocation & Strategy, Fixed Income & Credit Despite low yields globally, fixed income is the asset class with the highest institutional inflows in the Asia Pacific region, according to Spence Johnson. Read More
Chasing Yield is a Sorrow Tale Asset Allocation & Strategy, Fixed Income & Credit Chasing yield will ultimately end in sorrow, MFS Chief Investment Strategist says. Read More
Will Blockchain Change the Face of Fixed Income? Asset Allocation & Strategy, Fixed Income & Credit Blockchain technology could see the rise of smart, self-executing contracts, academics say. Read More
