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Hard To Be Gloomy

Seema Shah

Commentary on key market themes for Q4 2024 from Seema Shah, Chief Global Strategist at Principal Asset Management. A globally synchronised downturn produces a globally...

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High Yield Investment Is About Avoiding Losers

Staff Writer

Mike Della Vedova, T. Rowe Price portfolio manager of the T. Rowe Price Global High Income Fund was in Australia recently and Elizabeth Moran...

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Dynamic Duration: Adapting Bond Strategies for Unpredictable Markets

Contributing Author

By Andrew Lakeman of Atlantic House, a London-based boutique investment manager specialising in derivatives-based strategies. The fixed income landscape has shifted significantly in recent years,...

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Fixed Income Favoured Over Term Deposits As Global Rates Fall

Contributing Author

As global interest rates start to ease, investors are faced with new challenges and critical decisions in managing risk while seeking yield in fixed...

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China Stimulus – A Bazooka Or Just Another Sugar Hit?

Janu Chan

If you had been watching Chinese media for economic news over the past few months you might have noticed something odd. There's been virtually nothing....

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Life After The First Cut

Chris Iggo

The Fed chose a bold first move to ensure the "soft landing" can remain soft. The ensuing trajectory remains very dependent on the...

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To Find the Bust, You Need to Find the Boom

Robert Almeida, Jr.

In brief ■ Capital cycles are imperfect, showing a tendency for booms and busts. ■ Over the past year, investors have focused on the economy and...

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Canada and the Case for Australian Bonds

Contributing Author

Written By Chamath De Silva Head of Fixed Income, Betashares With the Fed officially commencing its easing cycle with a 50-basis point cut, much of the...