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...
By Michael Goosay, chief investment officer fixed income, Principal Asset Management
What lies ahead for fixed income investors in the year ahead?
In short, heightened uncertainty...
Macro Talking Points from MFS Investment Management.
The market overshoots first and asks questions later
We may have just observed yet another case of market knee-jerk reaction...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 January 2025.
MARKET PERSPECTIVE
We have a more cautious...
Fixed Income News Australia interviewed Head of Ares Australia Management Teiki Benveniste to get a behind the scenes look at the new Ares Diversified...
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 Fed's game plan hasn't changed, but defeating inflation will take longer than it expected. From Deborah A. Cunningham, Chief Investment Officer, Global Liquidity...
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...
From Justin Tyler, Director, Daintree Capital. Please refer to the glossary at the end of the article for a definition of some technical terms.
With...
