Global and Australian market commentary from Jamieson Coote Bonds
The changing bond market
After the rapid rise in the cost of capital the world over, economies...
Observations from T. Rowe Price
We expect the global economy to adjust to higher trend inflation, higher interest rates, and greater volatility.
Though inflation remains sticky,...
In anticipation of this week's Fed meeting we publish some insights below from Dr. Stephen R. Foerster CFA, award-winning author, and professor of finance...
From Mark Dove, Junior Credit Portfolio Manager, Federated Hermes Limited
With a global recession looking more and more likely to materialise in the near future,...
Following a challenging year for investment markets, Jay Sivapalan, Head of Australian Fixed Interest, discusses the key events and factors shaping the outlook for...
As traditional banks retreat from lending markets, Private Debt is stepping in to fill the gap. From nearing USD 2tn globally today, Private Debt's...
By Phil Miall, Head of Private Debt Australia, QIC
After ASIC released its Private Credit Surveillance Report, it stirred a lot of talk. At QIC,...
In early 2024, investors' eyes remain intently focused on the Federal Reserve's policy path, as decelerating inflation should open the door to Fed rate...
From Alan Greenstein, Zagga CEO and Co-Founder
For even the most experienced investors, portfolio composition and income generation have become markedly complex. Amidst the hunt...
The current peace deal may be fragile, but markets need it to be genuine. If inflation and interest rate risk moderates, bond returns could...



































