From Marsha Lee, Head of Australia and New Zealand at Calastone.
Australian managed funds attracted $35.9bn of net inflows in 2025, led by fixed income...
Excerpts from webinar discussion sharing their perspectives on managing fixed income portfolios in an era characterised by both heightened volatility and changing inflation dynamics...
From PGIM Fixed Income Chief U.S. Economist, Tom Porcelli
In one of the more anticipated FOMC meetings in recent memory, the Federal Reserve kicked its...
Owen Murfin, an Investment Officer and Institutional Portfolio Manager with MFS Investment Management has been in Australia this week and caught up in Brisbane...
While the consensus market outlook has shifted, US Treasuries don't appear to be following along, according to Western Asset, part of Franklin Templeton.
Robert Abad,...
Shifting rate expectations
The prospect of higher inflation, resulting from the Middle East conflict, has shifted interest rate expectations; in turn, fixed income market returns...
US financial markets are watched closely given the US dollar is still considered the world’s safe haven currency. Recently, Fitch downgraded the sovereign’s credit...
From Betashares
AI hyperscalers are estimated to spend around US$660 billion on capital expenditure in 2026, fuelling a surge in global bond issuance to...
As credit spreads normalised through 2025, yield‑hungry investors have turned to leverage
to maintain 6%+ returns — pushing some parts of the market uncomfortably close...
Janus Henderson Investors Portfolio Manager Daniel Graña notes that the most assertive of Donald Trump's economic proposals could range from being unhelpful to harmful...
