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...
From Insight Investment’s Cathy Braganza, Senior Portfolio Manager
High yield may offer best value to those invested for the long term, rather than range trading. Investors...
In brief
■ It’s not inflation that’s pushing up yields, it’s an uncertainty premium.
■ The high existing US debt burden and elevated uncertainty could keep...
Thomas Poullaouec, Head of Multi-Asset Solutions APAC at T. Rowe Price, and his team have published their latest insights on global asset allocation and...
Commentary from John Kerschner, Head of U.S. Securitized Products at Janus Henderson on April’s inflation print and what the implications may be for the...
Key Points
Fixed income remains one of the most useful and flexible asset classes, especially during uncertain times
Higher income has become a much...
Incarceration Day
If April 2nd was Liberation Day, this may feel like Incarceration Day then. In any case, let’s party as if it were pre-April 2025. The...
