From Mawer Credit Team
High yield spreads continue to tighten. As risk premiums fall, and economic and political conditions appear positive for corporates in general,...
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...
Central banks are signalling higher rates and while the market already prices in expected rate rises, investors are unsure when rate hikes will stop....
From Moody's Ratings
Australian US-dollar issuance is dominated by investment-grade issuers that benefit from Australia's (Aaa stable) diversified economy, supported by strong immigration-led population growth...
An Amundi Institute cross asset investment strategy research paper.
High inflation has not triggered a wage-price spiral in the advanced economies.
Monetary tightening has contained inflation expectations...
A Mawer Podcast with Global Credit Portfolio Manager, Brian Carney
An excerpt from a podcast that explores whether recent private market bankruptcies signal deeper systemic...
Each quarter, Aviva plots a course through global fixed income markets by distilling top-down macro perspectives and bottom-up market intelligence. Compass draws on the...
In trying to absorb the “new normal,” capital markets have re-priced assets in ways that create a more balanced picture between equity, fixed income...
This is an excerpt from Invesco’s Global Fixed Income Strategy Monthly Report, dated 31 March 2025, this part authored by Niklas Nordenfelt.
We believe income...
