Recent new issues by NAB, Macquarie, and Ampol might have you thinking about adding capital notes, sometimes called ‘hybrids’ to your portfolio. In this...
By Peter Sheahan, Director - Money Markets, Curve Securities
In the pre-Covid era, inverted yield curves were highly predictive of an eventual recession. This is...
Private markets continue to grow in scale and influence, offering new sources of investor return and diversification. This part transcript is from the recent...
Deborah Cunningham, CFA, Chief Investment Officer, Global Liquidity Markets, Senior Portfolio Manager, Executive Vice President, Federated Hermes, shares her thoughts on the upcoming FOMC...
Lacking fresh economic data, markets have become increasingly jittery in recent weeks. With reliable reports (namely, the U.S. Bureau of Labour Statistics' Consumer Price...
Long end of government curves under pressure
The global growth outlook is more than adequate
Taking stock of global fixed income performance
Longer for...
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...
When markets inevitably change course, risks and opportunities reset, with one investor’s new opportunity another’s pitfall. This is the essence of a dynamic market...
A continuation of an interview with Jamieson Coote Bonds’ Charles Jamieson – visit here for Part 1.
Tell me what your thoughts are on the...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 May 2023.
MARKET PERSPECTIVE
Macroeconomic outlook remains mixed...



































