Following a challenging year for investment markets, Jay Sivapalan, Head of Australian Fixed Interest, discusses the key events and factors shaping the outlook for...
Lynda Schweitzer, US-based co-head of global fixed income at Loomis Sayles gives us her view of global fixed income markets.
Thanks so much for taking...
Introduction
The challenges humanity faces have never been more important than now. We are in the middle of an environmental transition that requires significant investments...
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Market Review
Renewed COVID-19 outbreaks across...
Key Insights
Global high yield bonds offer potentially attractive yields, with better value and opportunities in Europe.
Default rates are not expected to return...
Within fixed income, there are two well-known levers, duration and credit. However, there is also a lesser known third lever, Pure Relative Value investing....
Australian companies and Australian investors deserve urgent action to fix the broken corporate bond market. It is no longer good enough to keep kicking...
Returns on investments just keep getting lower. As cashed-up investors look to alternative investments, fixed income funds have been beneficiaries.
Fortunately, some funds have been...
