By NAB Corporate and Institutional Banking
The Australian dollar primary market had a record start to 2024, with A$61.1 billion raised in financial institution (FI)...
By Barclays Investment Bank Analysts: Jeff Meli, Anshul Pradhan, Joseph Abate & Zornitsa Todorova
The world of fixed income is undergoing rapid and profound changes....
An inverted yield curve can be a signal that there will be a recession - and the current one is concerning investors.
However, "yield curves...
An Amundi Institute cross asset investment strategy research paper.
High inflation has not triggered a wage-price spiral in the advanced economies.
Monetary tightening has contained inflation expectations...
With the Federal Reserve now on an easing cycle, investors are turning their attention to the performance of US long duration Treasury bonds. The...
There has been no official US economic data this month. The markets have enough to go on to assume a benign macroeconomic backdrop. Equities...
Global and Australian market commentary from Jamieson Coote Bonds
The changing bond market
After the rapid rise in the cost of capital the world over, economies...
Last week I was fortunate enough to interview Fraser Lundie, Head of Fixed Income – Public Markets at Federated Hermes who was visiting Australia...
A major macro regime transition for 2025
Risks to US market rates are no longer skewed to the downside
Rosy vs. gloomy, a...
Latest insights from Nuveen's Q4 2025 Global Investment Committee (GIC). Outlook From Anders Persson, Chief Investment Officer for Global Fixed Income
Best ideas
Securitised assets (especially...



































