It’s a significant understatement to suggest it’s been a big couple of months in markets, with the conflict in Iran continuing to dominate headlines...
From Federated Hermes' Patrick Marshall, Head of Private Credit.
The APAC direct lending is continuing to expand. Australia has been at the forefront of this...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 29 February 2024.
MARKET PERSPECTIVE
Firming in global growth...
The RBA raised the official cash rate by 25 basis points to 2.85% in line with market expectations. Apostle Funds Management's Steven Spearing provides...
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...
Emma Lawson, Fixed Interest Strategist - Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market Review
Broad...
What is the true health of the Australian economy? Challenger Chief Economist Dr Jonathan Kearns suggests it may be uglier than the figures released yesterday...
Fixed income offers more attractive valuations and higher income than equities again. In addition, fixed income has historically offered lower volatility than equities, as well as...
By Michael Goosay, Chief Investment Officer, Fixed Income at Principal Asset Management. From Principal Asset Management’s second quarter 2025, Fixed income perspectives.
Markets are being...
