Elizabeth Moran sat down with emerging market expert Damien Buchet CIO at Finisterre Capital and previously Head of EM Fixed Income at AXA Investment...
Tim Murray, Capital Market Strategist in the Multi-Asset Division at T. Rowe Price, shared his views on recent market volatility following the Middle East...
Global and Australian market commentary from Jamieson Coote Bonds The changing bond market After the rapid rise in the cost of capital the world over, economies...
By Magdalena Polan, Head of Emerging Market Macroeconomic Research, PGIM Fixed Income A changing US-China relationship, the regionalisation of global supply chains and the reemergence...
In brief ■ Capital cycles are imperfect, showing a tendency for booms and busts. ■ Over the past year, investors have focused on the economy and...
According to BetaShares, the Australian ETF industry ended 2023 at an all time high with total market capitalisation of $177.5 billion, representing 33% year...
By Michael Della Vedova, global high yield portfolio manager at T. Rowe Price Volatility has propelled high yield bond spreads to their highest levels since...
Including fallen angel bonds in a diversified portfolio may provide an attractive opportunity for Australian investors to increase returns and reduce risk. Yet options...
A trade war is not good for anyone. If it materialises there will be negative implications for inflation and growth. This is likely to impact...
The correlation between bonds and equities is very high and not likely to correct anytime soon. So what is the solution? More fixed income....

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