By Magdalena Polan, Principal and Head of Emerging Market Macroeconomic Research, PGIM
The possibility that China’s slowdown, and under-sized fiscal stimulus, might weigh on the...
Rapid growth of this opaque and highly interconnected segment of the financial system could heighten financial vulnerabilities given its limited oversight.
From Charles Cohen, Caio Ferreira, Fabio...
A resilient US economy (owing to consumption and wealth effects) and strong earnings expectations for the year are driving the recent upside in equities...
The Australian regulatory regime is not geared toward the growth of a vibrant retail bond market. This is an issue market participants have grappled...
From Craig Brooke, KeyInvest CEO
Strictly speaking, private credit (or debt) is a sub-asset class of fixed income where companies borrow and investors lend. However,...
T
he Australian ETF market attracted $4.3b in new cash flows in the third quarter of 2019, the highest quarterly cash flows ever recorded.
The mammoth...
I was delighted when Peter Sheahan from Curve Securities emailed me last week after we published the ‘Has BBSW Peaked?’ article.
BBSW is calculated using...
Frank Uhlenbruch, Investment Strategist in the Australian Fixed Interest team, discusses the key events of 2022, the challenges and surprises faced by the economy...
From Ihab Salib, Head of International Fixed Income, Federated Hermes Limited
Emerging Markets government bonds performed very well year to date and the outlook for the...
