CPI inflation was just 0.2% in the September quarter, bringing the annual rate down to 2.8%. But don’t expect the RBA to celebrate inflation...
No-landing remains a macro risk in the US
There is a place for fixed income Goldilocks
Don’t ignore sovereign credit risk
The eagle has...
By Mitch Reznick, CFA; Robin Usson, CFA; and Sophie Demare of Federated Hermes
After record issuance in 2021, the Green, Social, and Sustainability bond market...
Economic indicators are weakening in Australia but that doesn’t mean that yields will fall the way many expect says Andrew Canobi, Portfolio Manager for...
Thomas Poullaouec, Head of Multi-Asset Solutions APAC at T. Rowe Price, and his team have published their latest insights on global asset allocation and...
By Thomas Haugaard, Portfolio Manager on the Emerging Markets Debt Hard Currency (EMD HC) Team at Janus Henderson Investors.
Key takeaways:
The hard currency emerging market...
What is the true health of the Australian economy? Challenger Chief Economist Dr Jonathan Kearns suggests it may be uglier than the figures released yesterday...
By RBA analyst, Bradley Speed
In this note, I estimate the amount of funding that has gone towards Australian companies that own and operate data...
Late November, the Australian Securitisation Forum (ASF) held its annual conference in Sydney. Asset Backed Securities (ABS) are much loved by institutional investors but...
The fixed income universe incorporates an incredibly diverse range of strategies and approaches designed to deliver alpha returns. Very few target the sector’s ‘Fallen...



































