Comments from Erik Weisman, Chief Economist and Portfolio Manager, MFS Investment Management
The Fed is right where it should be right now. Congratulations are in...
Following yesterday's RBA rate pause, Mutual Limited CIO Scott Rundell shares his post mortem:
RBA July 2023 Monetary Policy Decision – a pause for reflection...
Spreads of credit default swaps (CDS) on US sovereign risk have moved materially higher in the past few weeks.
“We believe a US default is...
Andrew Canobi, Director Franklin Templeton Fixed Income, says that the contrast couldn’t be starker between Australia and the American GDP growth.
“In Q1, 2023 the...
The US dollar may be down, but it is not out
The IMF view on the global economy
US asset performance has been...
Global investment grade bonds are back, with quality issuers offering opportunities for investors to diversify portfolios and realise the potential for attractive returns.
After last...
Earlier this year, Australian Bond Exchange set up a joint venture with trading platform IRESS to allow financial advisers to transact over the counter...
By Richard Quin, CIO and Principal, Bentham Asset Management
October 2022
Fund structure plays an important part in the performance of credit funds. A well-structured fund...
Macro Talking Points
Credit as an attractive de-risking asset class. While there is no denying that equity market performance has been particularly strong over the...
According to BetaShares, the Australian ETF industry ended 2023 at an all time high with total market capitalisation of $177.5 billion, representing 33% year...


































