What the current rate environment means for your bond portfolio, by Matthew Macreadie, Income Asset Management.
Over the past several months, the Reserve Bank of...
Key takeaways
• Uncertainty has driven many investors to take flight from markets and shift into cash-like investments. However, an analysis of past rate cycles...
There are three reasons to be optimistic writes Johann Plé, Green Social and Sustainability Bonds Strategy Manager at AXA Investment Management
Last year was a...
Authors: Andre Chinnery, William Maher, Diego May and Josh Spiller* - Reserve Bank of Australia
Abstract
Global private credit has grown rapidly over the past two...
Franklin Templeton provides some key macro and investment themes as well an outlook dashboard on their views of sub sectors.
Our growth projections for the...
Late November, the Australian Securitisation Forum (ASF) held its annual conference in Sydney. Asset Backed Securities (ABS) are much loved by institutional investors but...
Commentary on key market themes for Q4 2024 from Seema Shah, Chief Global Strategist at Principal Asset Management.
A globally synchronised downturn produces a globally...
By Johann Plé, Green Social and Sustainability Bonds Strategy Manager at AXA Investment Management
Over the past few years, the green bond market has grown...
