From Mawer Credit Team
High yield spreads continue to tighten. As risk premiums fall, and economic and political conditions appear positive for corporates in general,...
Bonds are useful in different economic conditions. Fixed rate bonds provide certainty in declining interest rate environments, floating rate notes pay a fluctuating rate...
Authors: Andre Chinnery, William Maher, Diego May and Josh Spiller* - Reserve Bank of Australia
Abstract
Global private credit has grown rapidly over the past two...
A resilient economy and unshakeable markets shouldn’t blind investors to an uncertain future, by Greg Peters, Co-Chief Investment Officer, Fixed Income, at PGIM.
One lesson...
Why Government bonds may be your safe harbour while smart credit picks may help drive returns - Three global themes investors should not ignore.
Government bonds are...
FIIG Securities recently published its 2024 Macro Strategy Outlook. Here we republish its Lock Investment Strategy designed to maximise medium term profits while minimising...
Foreign asset managers ramp up allocations to Australian debt, drawn by high-quality assets and a maturing market structure.
Key Points:
Global investors increasingly drawn to...
From Andrew Canobi, Director, Franklin Templeton Fixed Income
"Today, the Reserve Bank of Australia (RBA) announced its first rate cut since 2020, reducing the cash...
