Featured Archives - Fixed Income News Australia

Featured

What Investors Should Consider Now

Contributing Author

From Franklin Templeton Trump's tariff announcement stunned the markets. To help investors better understand the implications for their portfolios, Stephen Dover, Head of Franklin Templeton...

Featured

Risk Assets Have To Earn The Second Half

Laura Cooper

Key takeaways: Concentration is not a reason to be bearish but to reflect on what the market is depending on. Earnings season will be...

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How Much Public Debt Is Too Much?

Janu Chan

The big shock announcement last week in global economic news was the downgrade in the US sovereign credit rating by Fitch. But the real question...

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Best-Performing US Fixed Income Sectors of 2024 – What Worked, What Didn’t?

Contributing Author

John Lloyd and John Kerschner, Fixed Income Portfolio Managers at Janus Henderson Investors review the best-performing US fixed income sectors of 2024 – what...

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Stagflation Calls For Flexibility in Fixed Income, Not Abandonment

Contributing Author

By Vincent Chung, CFA Portfolio Manager at T. Rowe Price Recent tensions in the Middle East and the resulting energy supply shock have heightened investor...

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On the Future Path of Rates: Pause Does Not Equal Pivot

Contributing Author

By Dan Siluk and Jason England, Kapstream Capital Impact of higher global bond yields The Federal Reserve (Fed) acknowledged that “cumulative tightening” will be a...

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High Yield Bonds Get a Lift

Elizabeth Moran

A Biden win in the US presidential election, and vaccines with 90% plus efficacy have lifted financial markets and sentiment has changed to a...

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Do You Have The Right Underwear?

Richard Murphy

“Bonds are the underwear in your portfolio – unexciting and not much thought about, but select the wrong pair and you’ll be surprised at...

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Are Australia’s Rate Expectations Realistic?

Contributing Author

Monthly views from Insight Investment Harvey Bradley, Co-Head of Global Rates: “Australia an outlier on implied policy rates – is it justified?” When we look at forward...