Featured Archives - Fixed Income News Australia

Featured

Speeding Past 5%: When Higher Yields Start to Bite

Laura Cooper

Key messages: This week's data will test how much more the long end can absorb. Core PCE and payrolls will be particularly important, although...

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Expectations for Fed Cut Mount as Funding Concerns Linger

Contributing Author

From PGIM Fixed Income Market pricing for a Fed rate cut or pause in December was roughly even heading into last week's release of the...

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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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Fixed Income and Credit 2025 Outlook

Contributing Author

From Dan Farmer - CIO of MLC Asset Management Fixed income Market pricing of the Fed appears overdone in our central case soft-landing view, and with...

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2024 – Slower and Fragmented Growth Will Offer Sequential Opportunities

Contributing Author

Investors need to navigate a fragmented economic outlook and higher volatility risk in 2024. Global growth will decelerate, driven by slowing developed economies and...

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Why The Yield Curve May Not Have Worked As A Recession Indicator This Time Around

Benoit Anne

This has not been your typical business cycle. The writing was on the wall: a recession was coming. All signs pointed to that inevitability....

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Residential Mortgage Backed Securities – The Basics

Elizabeth Moran

Residential Mortgage Backed Securities (RMBS) are securities that help financial institutions fund operations. Simply, residential mortgages are pooled together and sold through a special purpose...

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A Steady Ship in Stormy Waters: Banking Turmoil

Contributing Author

By Pilar Gomez-Bravo, Co-CIO Fixed Income, MFS Investment Management Lending standards have tightened in the wake of the turmoil in the banking sector in...

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Election Reconsideration, A Fed Recalibration and Credit Diversification

Contributing Author

Nuveen's CIO, Saira Malik, shares her key takeaways on the weight of the upcoming US election and how this is affecting markets. Saira also...

Featured

Too Hot, Too Cold, or Just Right?

Contributing Author

Investment-grade credit has had an encouraging start to 2024 – but are these really “Goldilocks” conditions for the asset class? In their latest Q&A,...