By Patrick Marshall, Head of Private Debt & CLOs, and Carina Spitzkopf, Director, at the international business of Federated Hermes. Federated Hermes is a...
By Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers
The lower inflation gets, the easier it is for rogue numbers to upset the...
Following the conflict in the Middle East over the weekend, Mutual Limited’s CIO Scott Rundell looks at how markets reacted overnight and the short-term...
By Michael Goosay, chief investment officer fixed income, Principal Asset Management
What lies ahead for fixed income investors in the year ahead?
In short, heightened uncertainty...
By Ken Hanton, Independent Fixed Income Specialist
What a year 2024 turned out to be for the Australian securitisation market. For the first time ever,...
Private markets continue to grow in scale and influence, offering new sources of investor return and diversification. This part transcript is from the recent...
Is the global interest rate “pause” here? By Matthew Macreadie, Income Asset Management
Communications from many central banks are trending that way: The Federal Reserve...
The CDS trade
Credit default swaps (CDS) are derivative instruments which enable investors to hedge the credit spread component of a corporate bond. Buying a...
From asset manager Wellington Management
The nature of economic cycles is changing. Domestic output gaps are expected to be far more important in determining inflation...
