US inflation expectations (derived from Treasury Inflation-Protected Securities) are rock-solid and steady. Real rates have driven all of the rise in observed yields this...
From Guy Stear, Head of Developed Markets Strategy at the Amundi Investment Institute
Three factors that have contributed to the shift in sentiment
▪ Market reversal: Global...
Adam Marden, Co-Portfolio Manager of the Dynamic Global Bond Strategy at T. Rowe Price, shared his views on why Treasury market volatility is likely...
This is an excerpt from the Rabobank Australian Interest Rates 4Q Market Outlook.
Summary
The Australian economy is in recovery with growth accelerating, inflation near...
Australia’s 2026 Budget reshapes investing: proposed CGT and negative gearing changes make income assets more attractive, says Income Asset Management's Jon Lechte.
More Powerful Than...
The fixed income universe incorporates an incredibly diverse range of strategies and approaches designed to deliver alpha returns. Very few target the sector’s ‘Fallen...
