BetaShares' chief economist David Bassanese responds to the suggestion that The Reserve Bank should face its first independent review in 40 years under a...
Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income believes markets have been excessively worried about stagflation risk and are now too confident that the...
As direct lending matures and other private credit areas expand, active investors can apply relative value strategies across sectors – and even entire markets...
In brief
■ It’s not inflation that’s pushing up yields, it’s an uncertainty premium.
■ The high existing US debt burden and elevated uncertainty could keep...
From Dan Farmer - CIO of MLC Asset Management
Fixed income
Market pricing of the Fed appears overdone in our central case soft-landing view, and with...
Fixed Income News Australia interviewed Head of Ares Australia Management Teiki Benveniste to get a behind the scenes look at the new Ares Diversified...
Private markets continue to grow in scale and influence, offering new sources of investor return and diversification. This part transcript is from the recent...
By Nikolaj Schmidt, Chief International Economist, T. Rowe Price.
Recently, we have seen the 10-year US government bond rise above 5 per cent again, while...
By John Sidawi and Ihab Salib, Senior Portfolio Managers at Federated Hermes
Ballooning public debt is forcing many countries to overhaul fiscal rules, which could...
