As credit spreads normalised through 2025, yield‑hungry investors have turned to leverage
to maintain 6%+ returns — pushing some parts of the market uncomfortably close...
Andrew Canobi, a Director within the Franklin Templeton Fixed Income team in Melbourne, Australia, discusses what is causing the current selloff in US and...
In early 2024, investors' eyes remain intently focused on the Federal Reserve's policy path, as decelerating inflation should open the door to Fed rate...
Portfolio Managers Mark Richardson and Robert Shimell at Janus Henderson explore how trend following strategies can help investors to adapt when market leadership shifts...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 29 February 2024.
MARKET PERSPECTIVE
Firming in global growth...
The recent Jana Investment Advisors conference brought many esteemed global professionals together. I was fortunate to interview Steve Boothe, Head of Global Investment Grade...
Comments from Patrick Marshall, Head of Private Credit at Federated Hermes on the Private Credit market at the halfway point of 2024.
“A visit to Australia was high...
