Ninety One multi-asset team analyst, Dan Morgan, discusses how US fiscal policy will continue to play an increasingly influential role. As investors navigate a...
From Daniel Morris, Chief Market Strategist, BNP Paribas Asset Management
The sell-off in government bonds shows no signs of abating, even if the impetus for...
From Melanie Baker, Senior Economist at Royal London Asset Management.
From an energy shock to a food price shock?
The rise in energy prices and the...
Macro Talking Points
Credit as an attractive de-risking asset class. While there is no denying that equity market performance has been particularly strong over the...
Including fallen angel bonds in a diversified portfolio may provide an attractive opportunity for Australian investors to increase returns and reduce risk. Yet options...
As a new investor in fixed income securities, understanding bond credit ratings is essential for assessing risk and making informed investment decisions says Peter...
From Income Asset Management
While yields have improved in the Australian BBB space, it’s also nice for investors to know their money is relatively safe.
S&P...
