In a market where risks have risen, diversifying within asset classes, particularly defensive asset classes, is just as important as having a sound mix...
The Australian fixed income landscape has changed with conditions now likely to provide many of the defensive attributes that investors have traditionally expected from...
Andrew Canobi, Director and Portfolio Manager Franklin Templeton Fixed Income, argues that the debate over the US debt ceiling is a timely reminder of...
Comments from Patrick Marshall, Head of Private Credit at Federated Hermes on the Private Credit market at the halfway point of 2024.
“A visit to Australia was high...
By Magdalena Polan, Head of Emerging Market Macroeconomic Research, PGIM Fixed Income
A changing US-China relationship, the regionalisation of global supply chains and the reemergence...
Emma Lawson, Fixed Interest Strategist - Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market Review
The...
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...
From Richard Gluyas, NAB
The nation’s growing appeal to investors as a relatively stable democracy with sound economic fundamentals is attracting enhanced capital flows from...
