Following the collapse of SVB and Credit Suisse, Mutual Limited CIO Scott Rundell shares his post mortem:
The worst is behind us – Aussie banks...
The escalating geopolitical tensions driven by great power rivalries and conflicts have made defense a critical focus for policymakers and investors, according to Kim...
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute at Franklin Templeton on the latest tariffs notes the following:
US President Donald Trump's...
With the rise in inflation expected to lead to increases in interest rates in 2026, what will that mean for fixed income investors?
Philip Brown,...
Investment grade, Australian subordinated debt is highly sought after at the moment in the over-the-counter (OTC) bond market. With yields approaching 7% p.a. it’s...
Franklin Templeton's global investment outlook: a broadening opportunity set
Markets have defied expectations—performing well in the face of economic challenges.
"But as we head towards the...
Concerns grow for the global economy, inflation is not beaten, says Morgan Stanley Investment Management
As the challenge of bringing down inflation remains ongoing, the...
The Australian Prudential Regulation Authority's (APRA) decision to phase out $44 billion worth of additional Tier 1 (AT1) bank hybrids by March 2032 will...
How Current Markets Are Influencing Fixed Income Asset Allocation – Fidante Panel Part 1
Elizabeth Moran
Fidante recently hosted a Q&A panel of their fixed income asset managers, which included Teiki Benveniste from Ares Australia Management, Alex Stanley from Ardea...
By Dan Siluk and Jason England, Kapstream Capital
Impact of higher global bond yields
The Federal Reserve (Fed) acknowledged that “cumulative tightening” will be a...


































