A real fear, now largely passed When the United States and Israel struck Iran on 28 February 2026, the most immediate market concern was an...
By Michael Della Vedova, global high yield portfolio manager at T. Rowe Price Volatility has propelled high yield bond spreads to their highest levels since...
CPI inflation was just 0.2% in the September quarter, bringing the annual rate down to 2.8%. But don’t expect the RBA to celebrate inflation...
Global private credit can move from a ‘niche’ asset class to a necessity for Australian investors, as demand for reliable income-producing investments grows due...
From Matthew Macreadie, Executive Director, Credit Strategy and Portfolio Management - IAM Capital Markets Australia’s inflation problems may see 50bps of further monetary tightening,...
Liz Harrison, Fixed Interest Analyst – ESG at Janus Henderson, discusses how the change of government could see confident commitment to net zero targets...
There were huge inflows into fixed income funds last year with Vanguard reporting that Australian bond ETFs received A$3.81 billion in cash inflows in...
Shifting rate expectations The prospect of higher inflation, resulting from the Middle East conflict, has shifted interest rate expectations; in turn, fixed income market returns...
The desire to invest in bonds seems to be back in fashion again after a very poor 1H22. Rates are attractive and investors are...
From PGIM Fixed Income Market pricing for a Fed rate cut or pause in December was roughly even heading into last week's release of the...

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