Key takeaways
• Markets are increasingly taking their cues from governments, with fiscal spending and policies becoming key drivers of growth and inflation.
• The US...
The RBA raised the official cash rate by 25 basis points to 2.85% in line with market expectations. Apostle Funds Management's Steven Spearing provides...
As direct lending matures and other private credit areas expand, active investors can apply relative value strategies across sectors – and even entire markets...
Key takeaways
• Uncertainty has driven many investors to take flight from markets and shift into cash-like investments. However, an analysis of past rate cycles...
US financial markets are watched closely given the US dollar is still considered the world’s safe haven currency. Recently, Fitch downgraded the sovereign’s credit...
The CDS trade
Credit default swaps (CDS) are derivative instruments which enable investors to hedge the credit spread component of a corporate bond. Buying a...
