Investment-grade credit has had an encouraging start to 2024 – but are these really “Goldilocks” conditions for the asset class? In their latest Q&A,...
Recent new issues by NAB, Macquarie, and Ampol might have you thinking about adding capital notes, sometimes called ‘hybrids’ to your portfolio. In this...
Earlier this week I attended the Australian Securitisation Forum Conference in Sydney. In the opening panel discussion, Luci Ellis, Chief Economist at Westpac (also...
Key Takeaways
We believe that global credit is well positioned in the period ahead as an asset class that may deliver attractive defensive characteristics,...
Bonds are useful in different economic conditions. Fixed rate bonds provide certainty in declining interest rate environments, floating rate notes pay a fluctuating rate...
Bill Bovingdon is the chief investment officer at Altius Asset Management. Altius is an experienced, specialist fixed interest asset manager that is 100% owned...
What is the true health of the Australian economy? Challenger Chief Economist Dr Jonathan Kearns suggests it may be uglier than the figures released yesterday...
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...
