Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Market Review
Volatility flared again, with a rapidly evolving offshore banking crisis eliciting policy support and a fall in shorter-term yields as markets began to price in a pivot to monetary...
ASX-listed gold miner Northern Star Resources Ltd has priced US$600 million worth of senior 10-year notes, paying 6.125 per cent a year paid semi-annually according to an ASX announcement today.
The notes due in April 2033 will be guaranteed by certain wholly-owned subsidiaries of Northern Star.
The company said it intends...
There was a 24.5% per cent increase in fixed interest ETF buy trades in the half year to end December 2022, according to data from wholesale trading platform AUSIEX. And it is continuing this year.
A mixture of floating rate, government, corporate and composite Bond ETFs comprised the top 10...
Investor flows have pushed the ETF industry to a new high even as markets decline according to the latest ETF review from Betashares.
In February 2023, the Australian ETF Industry funds under management growth was 0.9% month-on-month for a total monthly market cap increase of $1.3 billion.
A new all-time high...
Russell Investments Global Market Outlook, Q2 2023
Growth has been resilient, but inflation is receding only slowly, and central banks have not finished tightening. Meanwhile, recession indicators are still flashing warning signals. In our view, this creates a positive backdrop for government bonds and uncertainty for equity markets.
Australian outlook
Australian growth...
NBN Co has successfully raised EUR 1.35 billion (A$2.1 billion) from its debut European Green Bonds issuance in debt capital markets.
The EUR benchmark Green Bonds were priced on 6 March 2023, with EUR 750 million (A$1.2 billion) of six-year bonds and EUR 600 million (A$947 million) of 10-year bonds....
Global investment manager Barings has announced it will acquire 100% of Gryphon Capital Partners, the parent company of wholly-owned Gryphon Capital Investments Pty Ltd, which serves as the investment manager of the Gryphon Capital Income Trust (ASX:GCI).
Founded in 2014, Gryphon Capital Investments is an Australian, independently-owned, investment manager focused...
Silicon Valley Bank is the largest bank failure since the 2008 financial crisis. The failure was mainly due to an asset-liability mismatch, which resulted in the materialisation of losses from sales of quality bonds that were trading down amid rising yields over the last year, according to investment manager,...
Janus Henderson Investors has announced the launch of the Janus Henderson Sustainable Credit Active ETF (Managed Fund) (ASX ticker: ‘GOOD’).
Janus Henderson’s fourth active ETF, and second actively managed fixed income ETF, GOOD is a diversified credit portfolio designed to provide investors with an avenue to manage the fixed income...
