From Justin Tyler, Director, Daintree Capital. Please refer to the glossary at the end of the article for a definition of some technical terms.
With...
By AXA IM’s Chris Iggo
The prevailing narrative remains one of impending global interest rate cuts and the avoidance of recession. In terms of portfolio...
Fidante recently hosted a Q&A panel of their fixed income asset managers, which included Teiki Benveniste from Ares Australia Management, Alex Stanley from Ardea...
From Moody's Ratings
Mortgage delinquency rates, which have started to decline in most areas around Australia, are set to continue to go down over the...
Comments from Janus Henderson Portfolio Manager and Head of US Fixed Income Greg Wilensky.
Amid a tumultuous first half of 2025, laden with tariff announcements,...
Bonds are useful in different economic conditions. Fixed rate bonds provide certainty in declining interest rate environments, floating rate notes pay a fluctuating rate...
A renewed US-China trade war under a potential second Trump presidency could disrupt global growth, financial markets and supply chains through aggressive tariff measures...
From Guy Stear, Head of Developed Markets Strategy at the Amundi Investment Institute
Three factors that have contributed to the shift in sentiment
▪ Market reversal: Global...
Key Points
Fixed income remains one of the most useful and flexible asset classes, especially during uncertain times
Higher income has become a much...
