Defensive Assets

James Dunn

James is an experienced senior journalist and editor of The Inside Network's publications.

Thursday 9th July 2020

In Defence of Fixed Income

By James Dunn

Thursday 9th July 2020

INBrief Andrew Canobi - Franklin Templeton

INBrief
Andrew Canobi – Franklin Templeton

James Dunn from the Inside Network and Andrew Canobi from Franklin Templeton discuss the topic of ‘In Defence of Fixed Income’ INBrief.

James Dunn

James is an experienced senior journalist and editor of The Inside Network's publications.

By James Dunn

Thursday 9th July 2020

Fixed income in 2026: deficits, AI and the case for global diversification

Fixed income is no longer a passive anchor in portfolios. AI debt issuance, swelling US deficits and stubborn inflation all point to the need for a fresh...

Defensive Assets

Giselle Roux

From inflation to fiscal risk: The new fault lines in global fixed income

In a market shaped by rising fiscal risk and uneven growth, Amundi’s Gregoire Pesques argues that truly global, unbiased fixed income has become a source of...

Defensive Assets

Laurence Parker-Brown

Bondholders beware: The hidden credit cost of funding the AI revolution

A debt-fuelled arms race is financing the AI revolution, but Yarra Capital’s Phil Strano warns today’s “pristine” tech titans could soon resemble the...

Defensive Assets

James Dunn

More Defensive Assets

Defensive allocations in flux as hybrids exit and volatility rises

As bank hybrids fade and equity volatility returns, the traditional defensive toolkit is shrinking. In this new phase of the cycle, structure and liquidity...

Defensive Assets

Laurence Parker-Brown

In Defence of Fixed Income

INBrief Andrew Canobi – Franklin Templeton

INBrief
Andrew Canobi – Franklin Templeton