Bryan David, Multi sector Portfolio Manager, Principal Asset Management
Markets opened the year with enthusiasm over the prospect of forthcoming policy rate cuts after the...
From Thinktank's business development manager, Lauren Ryan
The non-bank lending market has been garnering consistent headlines in recent weeks, as growing economic divergence puts the...
This article was part of an Ardea Investment Management paper title ‘Five Key Questions on Duration’, published on 25 July 2022. It helps investors...
The Fed chose a bold first move to ensure the "soft landing" can remain soft. The ensuing trajectory remains very dependent on the...
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...
Following a sustained period of higher inflation, complicated more recently by the spike in commodity prices associated with the Russian invasion of Ukraine, central...
From Chief Investment Officer, Michael Goosay. This is an extract from Principal Asset Management’s 4Q24 report.
It has certainly been an eventful quarter for fixed...
The CDS trade
Credit default swaps (CDS) are derivative instruments which enable investors to hedge the credit spread component of a corporate bond. Buying a...
Investors have endured a tough year. Barry Gill, Head of Investments, UBS Asset Management, introduces the year-end edition of their investment publication and discusses...
“Bonds are the underwear in your portfolio – unexciting and not much thought about, but select the wrong pair and you’ll be surprised at...



































