Featured Archives - Fixed Income News Australia

Featured

Three Policy Developments to Watch After the US Election

Contributing Author

Gil Fortgang, Washington Associate Analyst at T. Rowe Price shares three policy developments to watch after the U.S. election: 1. Personnel is policy Regardless of whether...

Featured

Global Asset Allocation: The View From Australia

Contributing Author

Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 29 February 2024. MARKET PERSPECTIVE Firming in global growth...

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All Eyes On Australian Credit: The Compelling Opportunity For Asian Investors

Contributing Author

From QIC, Liquid Markets Group The J.P. Morgan Asia Credit Index (JACI) suite of indices expanded to include a new JACI Asia Pacific Index...

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Managing Credit’s Pricing of Perfection

Benoit Anne

For some investors, credit spread valuation may be perceived as a major headwind for fixed income. But we are of the view that the...

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Why Increasing Dispersion Favours Active Management In High Yield

Contributing Author

In this Q&A, Sunita Kara and Brent Finck from Aviva Investors discuss why recent developments in high-yield markets strengthen the case for active management. Read...

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Private Credit’s Other Lanes Still Offer Value

Contributing Author

By Lotfi Karoui and Gabriel Cazaubieilh, PIMCO Concerns about private credit have intensified in recent months. Investors are grappling with questions about weakening credit quality,...

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Warnings on Inflation and Duration

Tim Murray

Tim Murray, Capital Markets Strategist, Multi‑Asset Division at T. Rowe Price, shares his comments on the potential implications of the new presidential administration on...

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Public versus Private Debt

Benoit Anne

This is a hot topic in our client meetings, although this is probably the wrong way to frame the discussion. Indeed, it should be:...

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Finding a Sweet Spot for Local Emerging Market Debt

Contributing Author

From Ward Brown, Fixed Income Portfolio Manager and Robert Almeida, Portfolio Manager and Global Investment Strategist, MFS Investment Management What are the structural differences between...

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Implications From Market Dislocations

Contributing Author

Markets have been volatile lately, marked by sharp declines in global equity indexes, bond yields and commodity prices. Stephen Dover, Chief Market Strategist, Head of...