Professional fixed income investors are increasingly turning their attention to emerging markets as they chase more attractive yields and greater diversification, according a new...
By Sam Morris, CFA – Senior Investment Specialist, Fidante Partners & Pete Robinson, Head of Investment Strategy and Portfolio Manager, CIP Asset Management Interest rates...
Central Banks Yet To Win Battle Against Inflation, Interest Rate Hikes Likely To Continue Global economic activity has proved stronger than seemed likely at the...
By Sam Morris, CFA – Senior Investment Specialist, Fidante Partners ActiveX  As we move into times of inflation, what do you need to know to...
To date we have just scratched the surface on some of the big picture themes, and the new year promises fresh challenges and opportunities....
Long end of government curves under pressure The global growth outlook is more than adequate Taking stock of global fixed income performance Longer for...
Summary Lower interest rates will support asset performance. Interest rate cuts in 2025 will continue to support improving asset performance in the Australian residential mortgage-backed...
This has not been your typical business cycle. The writing was on the wall: a recession was coming. All signs pointed to that inevitability....
According to BetaShares, the Australian ETF industry ended 2023 at an all time high with total market capitalisation of $177.5 billion, representing 33% year...
There is more bearishness around but not a lot of asset (re)allocation. Having lived through the fall of the Berlin Wall, the 1991 Soviet...

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