Featured Archives - Fixed Income News Australia

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Back To The Fear Of The Fed Macro Regime

Benoit Anne

The fear of the Fed macro regime is back, but for how long? Which are the defensive assets of global fixed income? The...

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Beyond the Curve: Why Steeper Yield Curves Aren’t the Whole Story

Contributing Author

From Charlie Jamieson, Chief Investment Officer, Jamieson Coote Bonds Recent commentary has focused on the supposed perils of steeper sovereign yield curves, which have featured...

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Tariffs Add To A Toxic Combination For US Treasuries

Arif Husain

Among the notable aspects of the April market shakeout was a sell‑off in longer‑term U.S. Treasuries. My concern is that this may be only...

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Why Increasing Dispersion Favours Active Management In High Yield

Contributing Author

In this Q&A, Sunita Kara and Brent Finck from Aviva Investors discuss why recent developments in high-yield markets strengthen the case for active management. Read...

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The Time Is Right For Investment Grade Credit

Michalis Ditsas

Global investment grade bonds are back, with quality issuers offering opportunities for investors to diversify portfolios and realise the potential for attractive returns. After last...

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Uncertainty is Non-Linear

Robert Almeida, Jr.

The VIX1 is signaling uncertainty is on the rise. In our view, while recent earnings reports look fine, on closer inspection, companies report...

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Firstmac Completes $1.4 Billion RMBS Issue

Ben Ready

Leading non-bank lender Firstmac has completed a $1.4 billion RMBS issue – its largest ever public trade – within days of passing the milestone...

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Rising Prices, Higher Coupons

Chris Iggo

From Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers. When I started in asset management, the chief rationale for bond investing was based...

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ECB Makes First Rate Hike Since 2023

Seema Shah

As expected, the European Central Bank (ECB) increased policy rates today, its first hike since 2023. Rates on the deposit facility, main refinancing operations,...