Emma Lawson, Fixed Interest Strategist - Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market Review
Broad...
Last week I interviewed Darren Wills, BlackRock’s APAC Head of Fixed Income in iShares and Institutional Index Investments. Darren shares much in this interview...
Credit ratings are important indicators of risk and return in fixed income markets.
They give investors an indication of the perceived future risk they are...
Despite the focus on credit spreads, yield has proven to be a more reliable indicator of high yield market attractiveness. With a strong correlation...
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...
How the prices of goods and services have changed is not only an enduringly, topical conversation point, it offers a fascinating insight into society...
From Anders Persson, Chief Investment Officer, Head of Global Fixed Income at Nuveen, regarding the latest fixed income insights from Nuveen's 2025 Global Investment Committee...
Thomas Poullaouec, Head of Multi-Asset Solutions APAC at T. Rowe Price, and his team have published their latest insights on global asset allocation and...
