Current institute predicts three to four more hikes in 2017
European political fears are overstated
Big Question: How are you positioned from a fixed income perspective as we head into a global inflationary environment?
In this week's Big Question, fund managers discuss whether concerns about rising inflation have been overstated, and reveal their portfolio positioning.
Comparing environment to 1994
Low- and high-risk parts of market under pressure
Jeff Mueller, high yield portfolio manager at Eaton Vance, talks to Lawrence Gosling about his outlook for the sector in 2017.
'Increasingly important asset class'
A 'mixed blessing' for multi-asset investors
Lessons from the financial crisis
Fitch's outlook in credit negative
Bond outlook finally looks to be changing
Rising wages and inflation
Run by Konstantin Leidman
You may not have enjoyed 2016 but it was actually a decent year for investors. Perhaps surprisingly, Russia, Brazil and high yield top the performance rankings, which goes to show the wisdom of avoiding crowded trades.
EMs on a 'whopping' 30% discount
Credit as an asset class has historically delivered reliable returns across the cycle. Last year's returns in global credit were exceeding 6%, writes Vontobel's Christian Hantel.
Led by Karsten Bierre
Quick-fire interview with AXA IM's Porter: How transition to 'inflationary mindset' could impact bond liquidity
AXA IM's global head of fixed income John Porter talks to editor Katrina Lloyd about the significant pockets of volatility which could open up as investors move away from a deflationary mindset, and why overinvested assets could suffer the greatest liquidity...
Expect heightened volatility
According to CFA UK's Valuation Index
Ian Pizer reveals his key trades for the new year
First rate rise in a year