Elizabeth Moran sat down with emerging market expert Damien Buchet CIO at Finisterre Capital and previously Head of EM Fixed Income at AXA Investment...
The U.S. economic outlook has improved in recent weeks. But, with U.S. stocks selling at historically expensive valuations, we think high yield bonds may...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 March 2023.
MARKET PERSPECTIVE
Lagged impacts of central...
Key Takeaways
We believe that global credit is well positioned in the period ahead as an asset class that may deliver attractive defensive characteristics,...
An extract from The Art of Boring, Mawer Investment Management Podcast Episode 196, with Brian Carney, Portfolio Manager of the Mawer Global Credit Opportunities...
J.P. Morgan Asset Management has released its 2023 Long-Term Capital Market Assumptions (LTCMAs), providing a 10-15-year outlook for risks and returns and assessing...
Late November, the Australian Securitisation Forum (ASF) held its annual conference in Sydney. Asset Backed Securities (ABS) are much loved by institutional investors but...
Comments from Patrick Marshall, Head of Private Credit at Federated Hermes on the Private Credit market at the halfway point of 2024.
“A visit to Australia was high...
Why Government bonds may be your safe harbour while smart credit picks may help drive returns - Three global themes investors should not ignore.
Government bonds are...
