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...
Elizabeth Moran interviewed Teiki Benveniste, Head of Ares Australia about the company’s outlook, preference for floating rate investments and the performance of Ares funds...
Amundi’s Global Investment Committee recently published an excellent paper on investing in second half 2022. Here we republish its Top Convictions, as well as...
The liquidity rush has shifted global credit markets, with the Australian market now more attractive than ever. How have we gotten to this point,...
From Sriram Reddy, Managing Director - Credit, Man GLG Introduction We have been speaking about the end of the credit cycle for some time, but the...
I recently listened to a PGIM webinar on credit risks and deteriorating lending standards. It was so good, I wanted to share some of...
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. Read...
Fixed income bonds are based on a simple premise: an investor lends money to a borrower for a specific period, in exchange for agreed, regular...
By Paul Miron from Msquared Capital Australia’s private credit market is officially irresistible. Global investors that have shown up too late to devour the best...
Money market fund flows have surged recently—as investors sought refuge from economic uncertainty while enjoying elevated yields—and now sits at a record US$5.7 trillion....

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