Successful investing requires thorough preparation and involves a deep understanding of businesses and their fundamental drivers of returns. Cognitive biases such as confirmation...
By Patrick Marshall, Head of Private Debt & CLOs, and Carina Spitzkopf, Director, at the international business of Federated Hermes. Federated Hermes is a...
With the rise in inflation expected to lead to increases in interest rates in 2026, what will that mean for fixed income investors? Philip Brown,...
To date we have just scratched the surface on some of the big picture themes, and the new year promises fresh challenges and opportunities....
Gold has been having a dream run, performing exactly as it should in stressed markets. The yellow metal is up around 30 per cent in...
From Amundi Asset Management Investors expect central banks will tame inflation whatever the cost, even triggering recession if necessary. This may indeed be policymakers’ approach...
By Anthony Si, Senior Investment Specialist at Citi Australia.  We are heading into an inflationary ‘boom’ period, making investing tricky as markets react more intensely...
Last Friday I attended a panel discussion with Chamath De Silva, Head of Fixed Income at BetaShares, Chris Joye, Chief Investment Officer at Coolabah...
Ninety One's Multi-Asset Credit team explains that various factors are distorting the headline index spread in the US high-yield market and suggests investors look to...
A new digital portal dedicated to providing personal investors and advisors with news, education and insights about Australia's $1.5 trillion fixed income sector will...

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