Fixed income investment manager, Western Asset, part of Franklin Templeton, has updated their outlook for global bonds as inflation continues its downward trend and...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 January 2024.
MARKET PERSPECTIVE
Global growth expectations have...
Professional fixed income investors are increasingly turning their attention to emerging markets as they chase more attractive yields and greater diversification, according a new...
As direct lending matures and other private credit areas expand, active investors can apply relative value strategies across sectors – and even entire markets...
Commentary from Paul Miron, Managing Director and co-founder of Sydney-based private credit provider Msquared Capital, on the importance of transparency in the private credit market.
"As...
In anticipation of this week's Fed meeting we publish some insights below from Dr. Stephen R. Foerster CFA, award-winning author, and professor of finance...
By Peter Sheahan, Director - Money Markets, Curve Securities
My passion is commentating on yield curves. Outright levels, positive slope, inverted slope and momentum of...
From Dylan Bourke, Managing Director and Portfolio Manager, Kapstream Capital.
Rising interest rates, equity market volatility, and stretched market valuations are seeing investors reconsider the...
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...
