Income Asset Management's Head of Credit Strategy - Matthew Macreadie, provides his credit outlook for 2023.
It is the starting point that counts
After enduring...
Elizabeth Moran interviewed Teiki Benveniste, Head of Ares Australia about the company’s outlook, preference for floating rate investments and the performance of Ares funds...
By Matt Simpson, Senior Market Analyst, City Index
There’s no escaping the fact that Australian inflation continues to point the wrong way for the RBA...
By Sonal Desai, Ph.D. Chief Investment Officer, Franklin Templeton Fixed Income
Bond investors have started the new year on a very upbeat tone. They seem...
Australian companies and Australian investors deserve urgent action to fix the broken corporate bond market. It is no longer good enough to keep kicking...
They say a picture says a thousand words, so here are six. Well, they are charts and not really pictures, but this is economics.
Also...
From Seema Shah, Chief Global Strategist, Principal Asset Management:
Several characteristics of the U.S. Treasury yield curve highlight the heightened risks to the economic outlook...
A report from T. Rowe Price Head of Multi-Asset Solutions APAC Thomas Poullaouec and team covering an AU/APAC focus.
MARKET PERSPECTIVE
Uncertainty persists for the...
Last month, there was a moment that analysts and financial market participants had been hoping for some time. Like kids waiting for Christmas morning,...
Following a challenging year for investment markets, Jay Sivapalan, Head of Australian Fixed Interest, discusses the key events and factors shaping the outlook for...