Key points:
Are investors asking the right questions?
Rate cuts are not a panacea for broken businesses.
What really matters are fundamentals.
Are these the...
Article sourced from Kapstream Capital
For a time, when interest rates were low, the benefits of investing in fixed income was reduced.
Investors, in their chase...
From Federated Hermes' Patrick Marshall, Head of Private Credit.
The APAC direct lending is continuing to expand. Australia has been at the forefront of this...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 30 September 2023.
MARKET PERSPECTIVE
While global growth and...
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...
Ninety One's Multi-Asset Credit team explains that various factors are distorting the headline index spread in the US high-yield market and suggests investors look to...
Returns on investments just keep getting lower. As cashed-up investors look to alternative investments, fixed income funds have been beneficiaries.
Fortunately, some funds have been...
Moody’s Ratings says in a new report that Australian mortgage delinquency rates, which increased over the June quarter, will continue to rise moderately over the...
