Featured Archives

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Private Credit – The Risks and The Returns

Contributing Author

From Barwon Investment Partners a specialist fund manager investing in alternative assets across Healthcare Property, Property Finance and Global Investments. Private Credit covers a range...

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Why The Yield Curve May Not Have Worked As A Recession Indicator This Time Around

Benoit Anne

This has not been your typical business cycle. The writing was on the wall: a recession was coming. All signs pointed to that inevitability....

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Fashionable Subordinated Debt With Circa 7% Yields

Elizabeth Moran

Investment grade, Australian subordinated debt is highly sought after at the moment in the over-the-counter (OTC) bond market. With yields approaching 7% p.a. it’s...

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Fixed Income Asset Allocation Shifts

Contributing Author

From Adam Hetts, Global Head of Multi-Asset and Portfolio Manager, with Oliver Blackbourn, Portfolio Manager, at Janus Henderson Investors. The merits of a diversified portfolio...

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Fiscal Expansion Fears Loom Over Debt Markets

Contributing Author

By John Sidawi and Ihab Salib, Senior Portfolio Managers at Federated Hermes Ballooning public debt is forcing many countries to overhaul fiscal rules, which could...

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US Assets Will Remain ‘Must-Haves’ in 2025

Chris Iggo

Donald Trump's return to the White House was never going to be a subtle affair. The threat of fresh trade tariffs and heightened geopolitical...

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Global Asset Allocation: The View From Australia

Contributing Author

Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 July 2024. MARKET PERSPECTIVE Global growth showing increasing signs...

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Banking Crises: Size Doesn’t Matter

Andrew Cornell

The global financial system nearly collapsed in September 2008 when “globally significant” bank Lehman Bros failed, insurance company AIG (which insured many securities) had...

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The Tapestry of Debt and What We Need To Do To Unravel It

Contributing Author

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...

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ESG and EM Under a New President

Contributing Author

Ninety One chief sustainability officer Nazmeera Moola, emerging market fixed income portfolio manager Thys Louw, and emerging markets equity portfolio manager Archie Hart share...