Income Asset Management's Head of Credit Strategy - Matthew Macreadie, provides his credit outlook for 2023.
It is the starting point that counts
After enduring...
Hybrids have long been sought after for high income and franking credits. The Australian market mostly consists of bank and financial institution securities that...
From Adam Hetts, Global Head of Multi-Asset and Portfolio Manager, with Oliver Blackbourn, Portfolio Manager, at Janus Henderson Investors.
The merits of a diversified portfolio...
Global asset manager Janus Henderson has outstanding research capabilities. This article gives us insight into their thinking about investing in investment-grade BBB rated securities...
Concerns over rising US deficits, growing debt burdens and decreasing demand for US Treasuries are somewhat overstated: Western Asset
Western Asset, part of Franklin Templeton,...
Safety Concerns
We have written and spoken about the shortage of “safe havens” or high-quality assets in the world.
There exists an ever-pressing need for...
