By Mitch Reznick, CFA; Robin Usson, CFA; and Sophie Demare of Federated Hermes
After record issuance in 2021, the Green, Social, and Sustainability bond market (GSS) has grown to a market capitalisation of just under US$2 trillion. The fastest growing security type in this market is the sustainability-linked bond (SLB)....
Fidante recently hosted a Q&A panel of their fixed income asset managers, which included Teiki Benveniste from Ares Australia Management, Alex Stanley from Ardea Investment Management, Victor Rodriguez from CIP Asset Management and Daniel Siluk from Kapstream.
The four asset managers provide an outstanding insight into their thinking regarding current...
It is little surprise that the word “stagflation” is trending as the world grapples with the possibility of both slower economic growth and higher inflation.
Stephen Dover, Chief Market Strategist, at the Franklin Templeton Investment Institute, part of Franklin Templeton, notes in a recent paper: “Since the fighting began in...
How Current Markets Are Influencing Fixed Income Asset Allocation – Fidante Panel Part 1
Elizabeth Moran
Fidante recently hosted a Q&A panel of their fixed income asset managers, which included Teiki Benveniste from Ares Australia Management, Alex Stanley from Ardea Investment Management, Victor Rodriguez from CIP Asset Management and Daniel Siluk from Kapstream.
The four asset managers provide an outstanding insight into current markets. There is...
Companies that offer annuities are significant investors in fixed income assets. In this article, Aaron Minney, Head of Retirement Income Research at Challenger, dispels five annuity myths.
Lifetime annuities provide a simple solution for retirees seeking income for as long as they live. The annuity income is income for life....
Fixed Income News spoke with Barry Ziegler, Head of Fixed Income at Bell Potter Securities about the capital notes market outlook in 2022, coming off the first major offer for the year from ANZ.
How do you see the outlook for Capital Notes as an investment in 2022?
The demand is...
Phil Strano, Portfolio Manager at Yarra Capital, explains why he thinks Australian corporate floating rate bonds will continue to perform, even if the equity market correction continues.
The current state of markets could well resemble the quote attributed to American writer Mark Twain: “history doesn’t repeat itself, but it often...
By Sam Morris, CFA – Senior Investment Specialist, Fidante Partners & Pete Robinson, Head of Investment Strategy and Portfolio Manager, CIP Asset Management
Interest rates have decreased dramatically over the past decade and fixed income returns have declined in tandem. Some of these changes may unwind as we enter a...
US monthly inflation reached 7% last week, the fastest rise since the early 1980s, and the FED came out and said it may have to raise interest rates faster than expected. The first US interest rate rise is expected in March and recent consensus is for three rate rises...
As inflation risks continue to evolve, especially in the United States, the United Kingdom and most of the emerging markets, followed by the Eurozone, asset manager Amundi has released an investments insights blue paper looking at these trends and how multi-asset portfolios can be resilient in an inflationary regime....