There are three reasons to be optimistic writes Johann Plé, Green Social and Sustainability Bonds Strategy Manager at AXA Investment Management
Last year was a very challenging year for the bond market and sustainable bonds were no exception. Yet, there are reasons to remain optimistic about the asset class looking...
By Gaby Rosenberg, Co-Founder, Blossom
In the dynamic world of investment, the allure of fixed income assets has grown significantly as investors seek stable returns and diversified portfolios.
In this article, we explore how to get started from brokers and ETFs to expert-managed funds like Blossom. We’ll discuss bond risks and...
Key takeaways
• Uncertainty has driven many investors to take flight from markets and shift into cash-like investments. However, an analysis of past rate cycles suggests that this may not be the optimal approach.
• The current uncertain market environment may indeed warrant a more defensive stance, but we think this...
Including fallen angel bonds in a diversified portfolio may provide an attractive opportunity for Australian investors to increase returns and reduce risk. Yet options to invest in them are very limited as few exchange traded funds (ETFs) offer exposure, raising the need to engage active fund managers, who are...
By Magdalena Polan, Principal and Head of Emerging Market Macroeconomic Research, PGIM
The possibility that China’s slowdown, and under-sized fiscal stimulus, might weigh on the world economy continued to worry investors last week. But our analysis reveals that China will continue to be an important driver of world GDP growth...
By Matthew Macreadie, Income Asset Management
A kangaroo bond is an Australia-dollar denominated bond issued by a non-Australian company in the Australian debt market to raise capital from Australian investors. In the pursuit of funding, these non-native issuers recognize the need to offer attractive terms to a less familiar audience,...
By Gaby Rosenberg, Co-Founder, Blossom
In a remarkable shift, Australian investors are rewriting the playbook, turning their attention to bonds over equities.
As the financial landscape sees continued volatility, prudent investors are seeking new and different strategies to diversify their portfolios and safeguard their investments. Bonds have emerged as a compelling...
US financial markets are watched closely given the US dollar is still considered the world’s safe haven currency. Recently, Fitch downgraded the sovereign’s credit rating which barely saw markets move. There’s a lot of uncertainty regarding inflation and the direction of interest rates. This article shares two divergent views...
Global investment manager, Franklin Templeton, says that although inflation will continue to be an issue for the next 6–12 months and the global economic recovery is uneven, there are opportunities ahead.
Stephen Dover, chief market strategist at the Franklin Templeton Institute notes: "In the first half of 2023, investors faced...
I was delighted when Peter Sheahan from Curve Securities emailed me last week after we published the ‘Has BBSW Peaked?’ article.
BBSW is calculated using market volumes known as volume weighted average (VWAP) calculation method. If there isn’t enough trading volume to calculate BBSW then there’s a waterfall where BBSW...
