Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Market Review
Both the US Federal Reserve (Fed) and the Reserve Bank of Australia (RBA) continued with aggressive front-end loaded monetary tightening against the backdrop of stubbornly high inflation readings. Risk...
Dr Christian Baylis of Fortlake Asset Management has made the top 50 ’Tomorrow’s Titans’ best up-and-comers on the global hedge fund circuit. Baylis is Chief Investment Officer and generates returns using the most liquid parts of the fixed income market.
The UK-based Hedge Fund Journal announced its Top 50 overnight...
Seema Shah, Chief Global Strategist at Principal Global Investors, has provided the following commentary in regard to the latest rate increase from the US Federal Reserve:
“The Federal Reserve’s 75bps increase now means that, in the space of just four months, it has hiked rates by as much as it...
Scammers are becoming increasingly sophisticated in impersonating financial institutions in an effort to defraud unwitting investors, with Barrenjoey the latest company to issue warnings.
Barrenjoey Capital Partners was formally launched in 2020 with foundation investors Magellan and Barclays. The investment bank now tops the list of M&A advisers in this...
By Seema Shah, Chief Global Strategist, Principal Global Investors
U.S. inflation continues to rise at a blistering pace, reaching a fresh four-decade high at 9.1% y/y. Stubborn prices means the Federal Reserve (Fed) will need to hike even more aggressively—raising recession risk for early 2023 and exacerbating challenges for risk...
Out of the GFC playbook, the Federal Reserve of New York will publish monthly updates on the U.S. corporate bond market to help identify signs of distress according to Reuters.
A monthly publication of the Corporate Bond Market Distress Index (CMDI) follows U.S. credit market investors suffering heavy losses this...
By Tom Eckett, ETF Stream
High yield, corporate bond and emerging market debt ETFs have all seen outflows over the past month as investors look to increase the credit quality of their fixed income allocations as fears of a recession continue to ramp up.
According to data from ETFLogic, the iShares $...
Macquarie Group Limited (ASX:MQG) has lodged its replacement prospectus following the successful completion of its bookbuild for its Macquarie Capital Notes 6 offer which was announced at the end of June.
Macquarie has allocated $750 million in firm commitments to syndicate brokers and institutional investors. The margin for MCN6 was...
Mututal Limited's CIO Scott Rundell has provided the following overview of what the rate rise may mean for markets, cost of living and inflationary pressures.
Cash Rate Announcement
At its July meeting the Board of the RBA elected to increase the official cash rate by +50 bps to 1.35%. The...
Investors have more options for investing in the fixed income market with the launch of a US Treasury Bond fund and a USD high-yield corporate bond fund available through ETF Securities.
The new funds are ETFS US Treasury Bond (Currency Hedged) ETF (ASX Code: USTB) and ETFS USD High Yield...
