Summary
Lower interest rates will support asset performance. Interest rate cuts in 2025 will continue to support improving asset performance in the Australian residential mortgage-backed...
From Damien Buchet, Chief Investment Officer, Principal Finisterre, part of Principal Asset Management
As 2024 is now behind us, we are reflecting on a year...
From Pete Robinson, Head of Investment Strategy, Fixed Income, Challenger Investment Management
The Oxford Word of the Year 2023 was "rizz” – a term used...
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.
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Robert Tipp, chief investment strategist, fixed income, and head of global bonds at PGIM has commented on why the Federal Reserve’s December rate cut...
The real issue behind the recent banking turmoil is the constriction of credit supply that central banks are inducing notes Andrew Canobi, Director Franklin...
From Challenger
Since its inception in the 1970s, the global asset backed securities market has evolved beyond mortgage-backed assets to include loans secured by autos,...
Central Banks Yet To Win Battle Against Inflation, Interest Rate Hikes Likely To Continue
Global economic activity has proved stronger than seemed likely at the...
As direct lending matures and other private credit areas expand, active investors can apply relative value strategies across sectors – and even entire markets...
