Investment grade, Australian subordinated debt is highly sought after at the moment in the over-the-counter (OTC) bond market. With yields approaching 7% p.a. it’s...
By David Jacobs, Head of Domestic Markets, Reserve Bank of Australia
Address to Australian Government Fixed Income Forum, Tokyo, June 12, 2025
Introduction
It is a pleasure...
J.P. Morgan Asset Management has released its 2023 Long-Term Capital Market Assumptions (LTCMAs), providing a 10-15-year outlook for risks and returns and assessing...
Key takeaways:
Our analysis suggests UK rates could behave very differently depending on which leadership pairing emerges and whether continuity-minded fiscal management prevails.
Bond...
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute identifies five themes worth watching in the year ahead.
1. Secular stagnation returns
As 2023...
Capital Group has provided its mid-year outlook for fixed income investors
Fed: Market expectations for a near-term rate cut have softened, with the Fed consistently signaling...
For most of the last quarter century, real short-term US interest rates have been low or negative, except when monetary policy was being tightened....
Following yesterday's RBA rate hike, Mutual Limited CIO Scott Rundell shares his post mortem:
At its June monetary policy meeting today, the RBA elected to...
