This market review comes from Jamieson Coote Bonds
The recent US Federal Reserve (US Fed) meeting has elicited discussion about a possible US Fed 'pivot'...
MARKET PERSPECTIVE
Inflation concerns remain at the forefront for central banks and investors as global growth continues to trend lower amid supply disruptions, geopolitical challenges...
Macro Talking Points
Credit as an attractive de-risking asset class. While there is no denying that equity market performance has been particularly strong over the...
From Income Asset Management
While yields have improved in the Australian BBB space, it’s also nice for investors to know their money is relatively safe.
S&P...
Dispelling Popular Beliefs Summary
For fixed income investors, the current macroeconomic environment presents uncomfortable choices, with policymakers walking a thin line between combatting inflation and...
Private credit in the investing space is a growing market where senior secured debt, asset-backed lending, structured and project finance, mezzanine debt and other...
From Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income
Marked by slower growth and rising risks, the global backdrop is becoming increasingly complex. Unpredictable...
From Michael Goosay, An excerpt from Principal Asset Management’s 2Q 2026 Fixed Income Perspectives
The fixed income outlook is shaped primarily by geopolitical uncertainty— especially the...
