Tim Murray, Capital Market Strategist in the Multi-Asset Division at T. Rowe Price, shared his views on recent market volatility following the Middle East...
Steven Spearing and Joe Unwin, portfolio managers from Apostle Fund Managers provide an overview of the fund manager, their view of the bond markets,...
Following yesterday's RBA rate hike, Mutual Limited CIO Scott Rundell shares his post mortem:
At its June monetary policy meeting today, the RBA elected to...
The Fed's game plan hasn't changed, but defeating inflation will take longer than it expected. From Deborah A. Cunningham, Chief Investment Officer, Global Liquidity...
By Catherine Braganza, Senior Portfolio Manager, Insight Investment
This excerpt is derived from Insight Investment’s ‘Thoughts for 2025’ Paper. To view the full report, click...
Credit spreads across many fixed income sectors have returned to historically tight levels in late summer. This observation is most acute for U.S. corporates—both...
Hazel Ilango is an Energy Finance Analyst, Debt Markets at the Institute for Energy Economics and Financial Analysis (IEEFA).
Climate risks may be on the verge...
As credit spreads normalised through 2025, yield‑hungry investors have turned to leverage
to maintain 6%+ returns — pushing some parts of the market uncomfortably close...
