Featured Archives

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Australian Fixed Interest To Enter Pro-Growth Environment

Jay Sivapalan

The outlook for 2025 is broadly positive for fixed interest investors, with actively managed strategies well positioned to capitalise on opportunities and mitigate risks...

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Fixed Income and Credit 2025 Outlook

Contributing Author

From Dan Farmer - CIO of MLC Asset Management Fixed income Market pricing of the Fed appears overdone in our central case soft-landing view, and with...

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ESG and EM Under a New President

Contributing Author

Ninety One chief sustainability officer Nazmeera Moola, emerging market fixed income portfolio manager Thys Louw, and emerging markets equity portfolio manager Archie Hart share...

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Why You Should Consider Liquid Infrastructure Credit

Steven Spearing

As interest rates around the world continue to rise, the attractiveness of fixed income investments has become increasingly compelling, and bonds now offer far...

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3 Green Bond Funds for Climate Change Investors

Brenton Gibbs

The first half of 2021 has seen strong growth in green bond funds including social and sustainability bonds, with Bloomberg reporting about US$294 billion...

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US CPI: Brandywine Global Optimistic on Inflation

Contributing Author

On June 12, the U.S. Bureau of Labor Statistics reported the latest Consumer Price Index for All Urban Consumers (CPI-U) in June. The CPI...

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Opportunities for Investors in Australian Banking Credit

Marc Jocum

The Australian bond market just had its best third-quarter performance since 2011 and the strongest start to a year since 2020. But while investors...

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The (Jackson) Hole in the Story and Two Drivers Supporting the Market Backdrop

Benoit Anne

There is some potential disconnect around the Fed The US consumer is doing just fine Two positive drivers in support of the market backdrop The...

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Could Now Be The Time To Exit Cash And Move Back Into Bonds?

Contributing Author

By Haran Karunakaran, Investment Director at Capital Group Key takeaways The last few months have seen a significant change in the macroeconomic environment. Policy rates...

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Credit Portfolios, Valuations and Liquidity (Part 3)

Contributing Author

By Richard Quin, CIO and Principal, Bentham Asset Management October 2022 Fund structure plays an important part in the performance of credit funds. A well-structured fund...