Featured Archives - Fixed Income News Australia

Featured

To Find the Bust, You Need to Find the Boom

Robert Almeida, Jr.

In brief ■ Capital cycles are imperfect, showing a tendency for booms and busts. ■ Over the past year, investors have focused on the economy and...

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The World’s Largest Economies Go Off On Tangents

Contributing Author

By Daleep Singh, Chief Global Economist, Head of Global Macroeconomic Research, PGIM Fixed Income If central banks' urgency to return inflation to their respective targets...

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The Late-cycle Environment Continues To Play Out

Contributing Author

A resilient US economy (owing to consumption and wealth effects) and strong earnings expectations for the year are driving the recent upside in equities...

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Value Has Returned to High Yield

Contributing Author

By Michael Della Vedova, global high yield portfolio manager at T. Rowe Price Volatility has propelled high yield bond spreads to their highest levels since...

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Extra Credit – Fallen Angels: Boeing on the Precipice

Contributing Author

From Mawer Credit Team When this piece was being written, Boeing had not filed their US$25 billion shelf prospectus and the company was a downgrade...

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Private Credit Market Requires Additional Scrutiny and Transparency

Contributing Author

Commentary from Paul Miron, Managing Director and co-founder of Sydney-based private credit provider Msquared Capital, on the importance of transparency in the private credit market. "As...

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Indian Election And The Inclusion of Its Debt In EM Benchmarks

Contributing Author

With Indian debt set to be included in major international benchmarks this year, emerging-market sovereign debt analyst Nafez Zouk from Aviva Investors travelled to...

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Capital Notes – What Are They and Should You Invest?

Brenton Gibbs

The Australian bank capital note market has long been favored by income investors and is worth around $30 billion. Recent issues mean it's worth...

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Profit Margins Are A Reason For Concern: Rates Cuts

Tim Murray

From Tim Murray, Capital Markets Strategist, Multi‑Asset Division at T. Rowe Price The U.S. Federal Reserve now appears almost certain to begin a rate‑cutting cycle...

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Ahead of the Curve “Shadow Banking System” Creates A Trickier Path for the Fed

Contributing Author

By Arif Husain, Head of fixed income and chief investment officer, fixed income at T. Rowe Price. During our fixed income policy week discussions, participants...