By Steven Spearing – portfolio manager Apostle funds management.
Why incorporating floating rate securities as part of a fixed income portfolio can help investors manage...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 March 2023.
MARKET PERSPECTIVE
Lagged impacts of central...
We publish the summary and fixed income section of a 3Q2025 Global Market Perspective report.
Report Summary
The global growth outlook has stabilized amid shifting...
Janus Henderson Investors’ Credit Risk Monitor tracks key indicators which impact credit portfolios.
• “Cashflow and Earnings” and “Access to Capital Markets” indicators have moved...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 October 2023.
MARKET PERSPECTIVE
Global central banks’ emphasis...
Australian retail investors are at a distinct disadvantage in the bond market.
Credit ratings are an important indication of the perceived future risk of an...
The RBA’s upcoming decision
FY24 first-half outlook
The benefits of an ethical FI portfolio
There’s a perception among some that there’s a tradeoff between...
Global markets are displaying a risk-on approach, following the United States' trade agreements with certain key partners and the reduction of risks associated with...
Earlier this week I attended the Australian Securitisation Forum Conference in Sydney. In the opening panel discussion, Luci Ellis, Chief Economist at Westpac (also...
