Macro Talking Points
Credit as an attractive de-risking asset class. While there is no denying that equity market performance has been particularly strong over the...
From Dylan Bourke, Managing Director and Portfolio Manager, Kapstream Capital.
Rising interest rates, equity market volatility, and stretched market valuations are seeing investors reconsider the...
By Paul Miron from Msquared Capital
Australia’s private credit market is officially irresistible. Global investors that have shown up too late to devour the best...
PIMCO has released its latest 6–12 month outlook on the global economy and markets. PIMCO Economist Tiffany Wilding and PIMCO CIO of Global Fixed Income Andrew Balls write:...
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...
Franklin Templeton has identified 'preparedness' as the overarching theme for 2025, cautioning investors to adjust their expectations after two years of superior returns. "It...
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...
