This is a hot topic in our client meetings, although this is probably the wrong way to frame the discussion. Indeed, it should be:...
The Australian credit market has started 2026 with strong momentum, with more than $14 billion in new issuance in January alone, highlighting continued investor...
As credit spreads normalised through 2025, yield‑hungry investors have turned to leverage to maintain 6%+ returns — pushing some parts of the market uncomfortably close...
Diversification in private credit investing is becoming more important for income investors, due to unpredictable dynamics in financial markets coupled with geopolitical uncertainty, according...
From Betashares AI hyperscalers are estimated to spend around US$660 billion on capital expenditure in 2026, fuelling a surge in global bond issuance to...
From PGIM The expansion in global credit markets provides levered companies with several financing options. Depending on a company’s financial health, these options can include publicly...
Capital Group has issued its 2026 capital market assumptions, which outline the firm's long‑term expectations for returns, correlations and volatilities across major asset classes...
By Laura Cooper, managing director, head of macro credit and global investment strategist, Nuveen. It's been difficult to chase duration across global rates. Just as...
The below commentary has been provided by PGIM MACRO The severity of the recent strain across the software sector underscores AI’s potential creative destruction, including the...
Fixed income markets may be enjoying the calm of tight spreads and stable headline employment, but Richard Quin, chief investment officer at Bentham Asset Management,...

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