Featured Archives

Featured

Don’t Wait to Overweight Fixed Income…

Contributing Author

It’s not hard to see why investors and asset allocators are in a dichotomy over when/how/why to consider upping allocations or reallocating to fixed...

Featured

Australian Credit Market Strategy – Subdebt Set to Outperform

Contributing Author

From Matthew Macreadie, Executive Director, Credit Strategy and Portfolio Management - IAM Capital Markets Australia’s inflation problems may see 50bps of further monetary tightening,...

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The Banks… And Not All AT1 is Created Equal

Scott Rundell

Following the collapse of SVB and Credit Suisse, Mutual Limited CIO Scott Rundell shares his post mortem: The worst is behind us – Aussie banks...

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Two Fixed Income Funds Return 10%+ Over Last Year

Elizabeth Moran

Interest rates are incredibly low and there is an enormous amount of cash looking for a home. So much so, that any new bond...

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Why The Yield Curve May Not Have Worked As A Recession Indicator This Time Around

Benoit Anne

This has not been your typical business cycle. The writing was on the wall: a recession was coming. All signs pointed to that inevitability....

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A Growth Revival: The Start of European Exceptionalism?

Seema Shah

At the start of the year, U.S. exceptionalism, which has prevailed for over a decade, was widely expected to persist. Since then, however, several...

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The Lowdown on BetaShares New Fixed Income ETF (ASX:HCRD)

Elizabeth Moran

Elizabeth Moran takes a look at BetaShares' new Interest Rate Hedged Australian Investment Grade Corporate Bond ETF (HCRD) and suggests some advantages and disadvantages. It’s...

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T. Rowe Price Global Asset Allocation Views

Contributing Author

Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 July 2023. MARKET PERSPECTIVE Despite expectations for slowing...

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No Data, No Cry

Chris Iggo

There has been no official US economic data this month. The markets have enough to go on to assume a benign macroeconomic backdrop. Equities...

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Fixed Income Markets: When The Stars Align

Capital Group

From Flavio Carpenzano, Haran Karunakaran, and Manusha Samaraweera, Investment Directors at Capital Group. Key takeaways • Fixed income markets could offer compelling investment opportunities alongside continued...