By Laura Cooper, Global Investment Strategist and Head of Macro Credit at Nuveen.
Key takeaways:
-The second and third-order effects of the Strait of Hormuz crisis...
Last week I interviewed Flavio Carpenzano, London based Multi Asset Investment Director and Haran Karunakaran Australian based Fixed Income Investment Director from Capital Group....
Concerns over rising US deficits, growing debt burdens and decreasing demand for US Treasuries are somewhat overstated: Western Asset
Western Asset, part of Franklin Templeton,...
In Brief:
Investors welcome deregulation under Trump 2.0
The US government played a dominant role in financial markets under the last three administrations
How...
Comments from Patrick Marshall, Head of Private Credit at Federated Hermes on the Private Credit market at the halfway point of 2024.
“A visit to Australia was high...
By Peter Sheahan, Director - Money Markets, Curve Securities
My passion is commentating on yield curves. Outright levels, positive slope, inverted slope and momentum of...
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...
Foreign asset managers ramp up allocations to Australian debt, drawn by high-quality assets and a maturing market structure.
Key Points:
Global investors increasingly drawn to...
Can Government Bonds Continue to Act as Defensive Investments?
Government bond markets are now at the precipice of a paradigm shift. Unprecedented global fiscal stimulus....
