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Australian Credit Market Strategy – Subdebt Set to Outperform

Contributing Author

From Matthew Macreadie, Executive Director, Credit Strategy and Portfolio Management - IAM Capital Markets Australia’s inflation problems may see 50bps of further monetary tightening,...

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Bank of Japan—A “Watchful” Adjustment

Contributing Author

The Bank of Japan (BoJ) raised interest rates for the first time since 2007 and has eliminated the yield curve control framework. Franklin Templeton Fixed...

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Australian Interest Rates to Move in 4Q24

Elizabeth Moran

In its latest Central Bank Watch report, Franklin Templeton notes that the RBA turned less hawkish at its March 19 meeting but maintained that...

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Emerging Market Debt Back in Focus for Australian Institutions

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A new global report from investment consultancy bfinance is encouraging Australian institutional investors to revisit Emerging Market Debt (EMD) allocations, with fresh data highlighting...

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The Benefits of Floating Rate Notes

Contributing Author

This article has been submitted by Income Asset Management In consideration of further rate increases from the RBA, fixed income markets are largely ‘pricing in’ the current...

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US Private Credit’s ‘Cockroaches’ Signal Superior Value Down Under

Phil Strano

The liquidity rush has shifted global credit markets, with the Australian market now more attractive than ever. How have we gotten to this point,...

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The Sovereign Debt Wave—An Existential Threat

Contributing Author

The sovereign debt wave is at a historic peak and appears to continue growing. With higher inflation and reduced liquidity some countries will be...

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Investing In A World With Less Money

Contributing Author

By Sam Morris, CFA – Senior Investment Specialist, Fidante Partners ActiveX As we move into times of inflation, what do you need to know to...

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Best-Performing US Fixed Income Sectors of 2024 – What Worked, What Didn’t?

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John Lloyd and John Kerschner, Fixed Income Portfolio Managers at Janus Henderson Investors review the best-performing US fixed income sectors of 2024 – what...

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Harnessing Australian Bonds for Income Amidst Global Uncertainty

Contributing Author

By Clive Maguchu, senior strategist, and Marie Tsang, fixed income strategist, State Street Investment Management. In 2025, global markets are navigating a landscape defined by...