Featured Archives

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Commodities And Inflation Near The Top Of The Cycle

Elizabeth Moran

Last week I was fortunate enough to interview Fraser Lundie, Head of Fixed Income – Public Markets at Federated Hermes who was visiting Australia...

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History Never Repeats… Or Does It?

Phil Strano

Phil Strano, Portfolio Manager at Yarra Capital, explains why he thinks Australian corporate floating rate bonds will continue to perform, even if the equity...

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Disaster Averted But Bonds Still Behaving Badly

Contributing Author

Fixed income May summary by Chamath De Silva, Betshares Risk assets have staged a broad relief rally over the past month, with equities buoyed...

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Sub-Debt. The Hottest Ticket in Town

Elizabeth Moran

The Paris Olympics may be just around the corner, but bank-subordinated debt is the hottest ticket in town right now with investors queuing up...

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The Banks… And Not All AT1 is Created Equal

Scott Rundell

Following the collapse of SVB and Credit Suisse, Mutual Limited CIO Scott Rundell shares his post mortem: The worst is behind us – Aussie banks...

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Buy Point for Fixed Income

Contributing Author

The US Fed held rates overnight. In this brief Q&A, Robert Tipp, Chief Investment Strategist & Head of Global Bonds, PGIM Fixed Income reviews...

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Market Volatility and Asset Allocation Implications

Steven Spearing

Apostle Funds Management’s Steven Spearing provides insight in light of market volatility, geopolitical pressures, the risk of recession and what implications this has on...

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And, Into The Second Half…

Chris Iggo

Market returns have been strong in the first half of 2025. It seems investor optimism - alongside consumer and corporate resilience - have together...

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Global Asset Allocation: The View From Australia

Contributing Author

Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 30 June 2024. MARKET PERSPECTIVE Global growth remains broadly resilient...

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Time For The Equity Markets To Get Real About Bond Yields

Justin Tyler

From Justin Tyler, Director, Daintree Capital. Please refer to the glossary at the end of the article for a definition of some technical terms. With...