VanEck recently published a detailed Credit and Fixed Income review. Here are some of the highlights.
Executive summary
If the past 12 months taught investors anything,...
Following the US Federal Reserve’s decision to hold rates overnight Joe Unwin, Head of Portfolio Management at Apostle Funds Management, discusses what this means...
We hear plenty of experts talking about sectors they favour in the current environment, but how does this translate to your portfolio?
In this article,...
Mutual Limited CIO Scott Rundell has provided some commentary following the US CPI data figures released overnight:
Overview: well, that was fun
Markets have...
Clearer outlook sets the stage for credit outperformance in 2024
The principal concern for investors today is that a "higher-for-longer" rate environment could further dent...
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...
While the consensus market outlook has shifted, US Treasuries don't appear to be following along, according to Western Asset, part of Franklin Templeton.
Robert Abad,...
The Australian credit market has started 2026 with strong momentum, with more than $14 billion in new issuance in January alone, highlighting continued investor...
From Harvey Bradley, Senior Portfolio Manager at Insight Investment
High real policy rates provide flexibility to cut
With inflation having declined significantly from peak levels, real policy...
