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...
From Seema Shah, Chief Global Strategist, Principal Asset Management. A deal to suspend the U.S. debt limit has finally been agreed, putting an end to...
Dispelling Popular Beliefs Summary For fixed income investors, the current macroeconomic environment presents uncomfortable choices, with policymakers walking a thin line between combatting inflation and...
As the US President Joe Biden and House Speaker Kevin McCarthy reach an in-principle agreement to finalise a budget agreement to raise the $US31.4...
Investors in sub investment grade (sub-IG) private debt are facing the prospect of their first meaningful default cycle later this year and into 2024. In...
Apostle Funds Management’s Steven Spearing provides insight in light of market volatility, geopolitical pressures, the risk of recession and what implications this has on...
Andrew Canobi, Director and Portfolio Manager Franklin Templeton Fixed Income,  argues that the debate over the US debt ceiling is a timely reminder of...
-Uncoordinated policy actions point to an uneven path towards net zero greenhouse gas emissions. This could mean higher inflation in the short term and...
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...
The Federated Hermes Credit Team shares seven pillars of wisdom on the AT1 market The European Banking Authority is this month holding talks on...

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