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Global Opportunities As The US Wanes

Contributing Author

By Katharine Neiss, PhD, Deputy Head of Global Economics and Chief European Economist, PGIM Fixed Income Tariff uncertainty has rattled business sentiment and dented investment plans,...

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Part 1 – The Cycle Does Not Create Risk. It Reveals It.

Contributing Author

Part 1 of a white paper by La Trobe Financial’s CEO, Chris Andrews Australian property lenders and private credit managers are under greater scrutiny than...

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The Credit Market Lens: AI Capex and the Limits of Crowding Out

Contributing Author

AI capital spending may be contributing to higher real rates, but there is little evidence that it’s due to AI bond issuance crowding out...

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Is The Tide Turning For Global Fixed Income?

Contributing Author

Concerns grow for the global economy, inflation is not beaten, says Morgan Stanley Investment Management As the challenge of bringing down inflation remains ongoing, the...

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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...

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Five Reasons to Invest in Emerging Market Bonds

Contributing Author

By Arif Husain, Head of Fixed Income and Chief Investment Officer, Fixed Income, T.Rowe Price Emerging market debt easily outperformed both global developed market bonds...

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The Tapestry of Debt and What We Need To Do To Unravel It

Contributing Author

As the US President Joe Biden and House Speaker Kevin McCarthy reach an in-principle agreement to finalise a budget agreement to raise the $US31.4...

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The Fog is Finally Lifting in Credit Markets

Contributing Author

Clearer outlook sets the stage for credit outperformance in 2024 The principal concern for investors today is that a "higher-for-longer" rate environment could further dent...

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Three ETFs With Yields Over 5% p.a.

Elizabeth Moran

Are we nearing the top of the interest rate cycle? Perhaps. One sign that might suggest we are close was this week’s announcement of October’s...

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Iran Conflict Sparks Geopolitical Shockwave as Markets Brace for Impact

Seema Shah

Twelve days ago, Israel launched a major military campaign targeting Iranian nuclear facilities, air defense, surface-to-surface missile sites, and senior military and scientific personnel....