Andrew Lockhart, Managing Partner, updates Fixed Income News Australia on the Metrics Credit business and explains why it’s different from others.
How is the business...
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...
Phil Strano, Portfolio Manager at Yarra Capital, explains why he thinks Australian corporate floating rate bonds will continue to perform, even if the equity...
From Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers.
It feels like boom time. Markets are hitting all-time highs. The US economy continues...
By Mitch Reznick, head of sustainable fixed income at Federated Hermes
Vice President Kamala Harris and former President Donald Trump remain neck and neck in...
In brief
■ It’s not inflation that’s pushing up yields, it’s an uncertainty premium.
■ The high existing US debt burden and elevated uncertainty could keep...
Within fixed income, there are two well-known levers, duration and credit. However, there is also a lesser known third lever, Pure Relative Value investing....
How the prices of goods and services have changed is not only an enduringly, topical conversation point, it offers a fascinating insight into society...
From Fraser Lundie, Head of Fixed Income – Public Markets, Federated Hermes Limited
Amid the significant uncertainty facing corporate credit investors today, several bright spots...
