The escalating geopolitical tensions driven by great power rivalries and conflicts have made defense a critical focus for policymakers and investors, according to Kim...
Inflation and the cash rate continually hit news headlines at the moment, but are you aware of what is happening to one of our...
From Martin Rea, Senior Consultant, JANA Investment Advisers about the impact of Hurricane Milton on the Catastrophe Bond Market.
The worst seems to be...
Global markets are displaying a risk-on approach, following the United States' trade agreements with certain key partners and the reduction of risks associated with...
There is some potential disconnect around the Fed
The US consumer is doing just fine
Two positive drivers in support of the market backdrop
The...
Jay Sivapalan, Head of Australian Fixed Interest for Janus Henderson Investors, discusses the very different investment landscape we find ourselves in after the pandemic...
By Andrew Lakeman of Atlantic House, a London-based boutique investment manager specialising in derivatives-based strategies.
The fixed income landscape has shifted significantly in recent years,...
By Michael J. Bazdarich, PhD, Product Specialist at Western Asset Management
US inflation today is the worst since that of the late-1960s and 1970s, but...
Franklin Templeton's Andrew Canobi highlights perception versus reality
The 1999 cult movie Matrix explores the theme of perception versus reality in this world.
"A bit like financial markets...
Franklin Templeton Fixed Income Portfolio Manager Andrew Canobi says the current strong performance of US and Australian credit markets is not likely to continue.
US...



































