Shifting rate expectations The prospect of higher inflation, resulting from the Middle East conflict, has shifted interest rate expectations; in turn, fixed income market returns...
Ninety One chief sustainability officer Nazmeera Moola, emerging market fixed income portfolio manager Thys Louw, and emerging markets equity portfolio manager Archie Hart share...
Following yesterday's RBA rate pause, Mutual Limited CIO Scott Rundell shares his post mortem: RBA July 2023 Monetary Policy Decision – a pause for reflection...
No-landing remains a macro risk in the US There is a place for fixed income Goldilocks Don’t ignore sovereign credit risk The eagle has...
VisionFund International (VisionFund), the mission-focused microfinance subsidiary of children's charity World Vision, today announces it has raised AUD20 million with its first bond issue. In...
Monthly views from Insight Investment Harvey Bradley, Co-Head of Global Rates: “Australia an outlier on implied policy rates – is it justified?” When we look at forward...
At the start of the year, U.S. exceptionalism, which has prevailed for over a decade, was widely expected to persist. Since then, however, several...
What is the true health of the Australian economy? Challenger Chief Economist Dr Jonathan Kearns suggests it may be uglier than the figures released yesterday...
Would you like to take a guess at just how big the bond market is? SIFMA, a US trade association for broker-dealers, investment banks and...
As global interest rates start to ease, investors are faced with new challenges and critical decisions in managing risk while seeking yield in fixed...

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