In its latest Central Bank Watch report, Franklin Templeton notes that the RBA turned less hawkish at its March 19 meeting but maintained that it is “not ruling anything in or out,” which they view as not dropping its tightening bias altogether.
The Franklin Templeton Fixed Income team notes: “RBA’s...
BetaShares Australian Investment Grade Corporate Bond ETF (ASX:CRED) is 100% invested in Australian dollar-denominated corporate bonds. The fund’s strategy is to invest in up to 50 bonds that provide superior expected excess returns over Australian government bonds.
BetaShares uses an index designed especially for this fund, called the Solactive Australian...
Russell Investments' strategists believe soft-landing optimism can deliver more near-term market gains but the risks of a sharper economic slowdown later in the year are elevated.
"Although declining inflation means central banks can start easing in the second half of the year, the lagged impact of previous rate rises is...
Anna Kirkby, Investment Specialist at Fidante, looks at the benefits and risks from the growing asset class of private credit.
The Australian private credit market has grown considerably in recent years. This has been driven by a number of factors including changes to bank lending practices and regulations. Further, increased...
From Global X ETFs Product and Investment Strategist, Marc Jocum.
Investors today face a challenging economic landscape. In the wake of the Covid-19 pandemic, central banks attempted to curb inflation by raising interest rates at a pace unseen in decades. The resulting decline in real incomes – the fastest ever...
The Bank of Japan (BoJ) raised interest rates for the first time since 2007 and has eliminated the yield curve control framework.
Franklin Templeton Fixed Income Economist Rini Sen expects the bulk of further tightening will likely come in 2025 as the BoJ seeks to reach a sustainable 2% inflation...
The US Fed held rates overnight. In this brief Q&A, Robert Tipp, Chief Investment Strategist & Head of Global Bonds, PGIM Fixed Income reviews the FED performance and believes now is a strategically good time to buy bonds.
How do you rate the success of the Federal Reserve up to...
By Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers
The lower inflation gets, the easier it is for rogue numbers to upset the narrative. We are now in that phase and recent US inflation reports illustrate this. The big picture, however, is that inflation is lower and is...
In early 2024, investors' eyes remain intently focused on the Federal Reserve's policy path, as decelerating inflation should open the door to Fed rate cuts this year—a pivotal event for financial markets. Historically, risk assets have thrived during rate-cutting cycles if recession is avoided. This year, however, with the...
Conventional portfolio construction theory positions equities as the primary driver of returns, while fixed income typically takes a back seat as a low-return and low-risk asset class. However, this perspective often overlooks a crucial aspect of fixed income: its role in dampening portfolio volatility. By Darren Langer, Co-Head of...
