20+250+16+30% = Recovery?
Robin Usson, Senior Credit Analyst at Federated Hermes, comments on recent developments in the China Property Market
Over the past week and a...
In trying to absorb the “new normal,” capital markets have re-priced assets in ways that create a more balanced picture between equity, fixed income...
By Dan Siluk and Jason England, Kapstream Capital
Impact of higher global bond yields
The Federal Reserve (Fed) acknowledged that “cumulative tightening” will be a...
Shan Kwee, CFA, Portfolio Manager in the Janus Henderson Australian Fixed Interest Team, discusses how despite a tough 2022, opportunities still exist in credit...
Major Asset Classes: Equities, Bonds and Cash
Although global bond yields lifted modestly further and forward earnings slipped lower in October, global equities rebounded as...
The RBA raised the official cash rate by 25 basis points to 2.85% in line with market expectations. Apostle Funds Management's Steven Spearing provides...
A report from T. Rowe Price Head of Multi-Asset Solutions APAC Thomas Poullaouec and team covering an AU/APAC focus.
MARKET PERSPECTIVE
The global economic outlook...
A major danger of assessing sustainable investing is to simplify circumstances deserving of nuance. This is particularly the case for emerging sovereign debt markets,...
One of the great advantages of managing benchmark unaware credit strategies is the greater avenues at your disposal to extract higher risk returns through...
While financial crises are often similar, the excesses of each cycle are unique.
Today’s excesses resulted from central bank policies designed to counter...
