There’s growing consensus that rates have peaked and now is an opportune time
to reassess investment options, prime case in point is Term Deposits (TDs) versus actively managed bond funds.
At the end of November 2023, the Yield to Maturity on the Australian Composite Bond index had surged to 4.53%, compared...
Phil Strano, Portfolio Manager at Yarra Capital, explains why he thinks Australian corporate floating rate bonds will continue to perform, even if the equity market correction continues.
The current state of markets could well resemble the quote attributed to American writer Mark Twain: “history doesn’t repeat itself, but it often...
By Sam Morris, CFA – Senior Investment Specialist, Fidante Partners ActiveX
As we move into times of inflation, what do you need to know to direct your portfolio for the future? A look at the forces at play provides insight.
It has been thought that without growth in the money supply,...
By Arif Husain, T. Rowe Price Head of International Fixed Income and Chief Investment Officer, Fixed Income
The massive tightening of financial conditions since late 2021 has produced a fixed income market vastly different from the stimulus‐fuelled environment during and following the pandemic. The crosscurrents generated by these changes will...
Money market fund flows have surged recently—as investors sought refuge from economic uncertainty while enjoying elevated yields—and now sits at a record US$5.7 trillion. As an economic downturn quickly comes and goes, conditions stabilize, and the Federal Reserve potentially reduces rates in the year ahead, this substantial pool of...
A report from T. Rowe Price Head of Multi-Asset Solutions APAC Thomas Poullaouec and team covering an AU/APAC focus.
MARKET PERSPECTIVE
The outlook for the global economy remains uncertain as central banks navigate battling stubbornly high inflation in the face of weakening growth expectations.
Taming inflation remains the US Federal...
From Barwon Investment Partners a specialist fund manager investing in alternative assets across Healthcare Property, Property Finance and Global Investments.
Private Credit covers a range of different lending activities (direct lending; distressed credit; mezzanine debt; special situations; venture debt; opportunistic credit; real estate and infrastructure credit).
This note focuses on direct...
Franklin Templeton's global investment outlook: a broadening opportunity set
Markets have defied expectations—performing well in the face of economic challenges.
"But as we head towards the end of this year the question is whether the investment climate will begin to turn bleak," asks Stephen Dover, Chief Market Strategist at Franklin Templeton...
The 2020 US presidential election is turning out to be closer than expected, with the final tallying of votes extending beyond Election Day. Janus Henderson Investors director of research, Matt Peron, and global head of fixed income, Jim Cielinski, offer their perspective on what it means for markets.
Key takeaways
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