Long end of government curves under pressure
The global growth outlook is more than adequate
Taking stock of global fixed income performance
Longer for...
Fidante recently hosted a Q&A panel of their fixed income asset managers, which included Teiki Benveniste from Ares Australia Management, Alex Stanley from Ardea...
Ninety One's Multi-Asset Credit team explains how the bank capital (AT1) market has staged a remarkable recovery since last year's turmoil following the collapse...
High returns from high yield
On the bond side the clear winners have been leveraged and high-yielding fixed income assets which sit right on the...
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...
By Daleep Singh, Chief Global Economist, Head of Global Macroeconomic Research, PGIM Fixed Income
If central banks' urgency to return inflation to their respective targets...
By Sébastien Page, CIO and Head of Global Multi-Asset at T. Rowe Price
There’s no perfect historical analogy for the current environment. Fiscal and monetary...
They say a picture says a thousand words, so here are six. Well, they are charts and not really pictures, but this is economics.
Also...
Recent new issues by NAB, Macquarie, and Ampol might have you thinking about adding capital notes, sometimes called ‘hybrids’ to your portfolio. In this...
There is no dispute about the current fundamentals, Western Australia (WA) has a better existing economy and budget position than Victoria.
WA benefits from its...



































