Following yesterday's RBA rate hike, Mutual Limited CIO Scott Rundell shares his post mortem:
The RBA surprised markets by hiking the official cash rate an...
Global private credit can move from a ‘niche’ asset class to a necessity for Australian investors, as demand for reliable income-producing investments grows due...
Economic indicators are weakening in Australia but that doesn’t mean that yields will fall the way many expect says Andrew Canobi, Portfolio Manager for...
Rallying bond yields supported fixed-coupon markets, particularly in the US, which now look particularly expensive.
Against a backdrop of rallying sovereign bond markets, credit markets...
Central Banks Yet To Win Battle Against Inflation, Interest Rate Hikes Likely To Continue
Global economic activity has proved stronger than seemed likely at the...
Shan Kwee, CFA, Portfolio Manager in the Janus Henderson Australian Fixed Interest Team, discusses how despite a tough 2022, opportunities still exist in credit...
The recent Jana Investment Advisors conference brought many esteemed global professionals together. I was fortunate to interview Steve Boothe, Head of Global Investment Grade...
Pursuing social and environmental impact alongside financial returns
A joint paper from T. Rowe Price by:
Matthew Lawton, Portfolio Manager, Global Impact Credit Strategy
Hari...
