News

Macquarie Asset Management has published its Outlook 2022, sharing perspectives on the key themes set to shape the investment landscape and performance of key asset classes in the year ahead. Reflecting on the significant changes brought about by the COVID-19 pandemic, Macquarie explores the impacts that a changed macroeconomic regime...

This year we expect the banks to return to the bond market in full force as the cheap money, Term Funding Facility (TFF) ended 30 June 2021, and they need to start repaying funds next year. CBA launched 2022 with a massive senior unsecured $4 billion issue - $3.1 billion...

US monthly inflation reached 7% last week, the fastest rise since the early 1980s, and the FED came out and said it may have to raise interest rates faster than expected. The first US interest rate rise is expected in March and recent consensus is for three rate rises...

Aviva Investors has released its 2022 outlook where it expects a global level of elevated inflation to be persistent, not permanent. The report is based on views and analysis from its major investment teams. Aviva expects the global economic recovery to slow somewhat in 2022, but to remain robust by...

Australian Economic View: January 2022 Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook. Market review Investor concerns shifted from fretting about inflation and the timing and speed of offshore central bank tightening, to calibrating the impacts of the rapidly spreading...

The Australian government will lower the amount of bonds it will buy this financial year in response to a better than expected budget deficit fuelled by a strong economic recovery as outlined by Treasurer Frydenberg late last week in the government’s Mid-Year Economic and Fiscal Outlook (MYEFO).   The Australian Office...

Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, discusses the path ahead for the Australian economy and what it means for the fixed interest outlook. What are the key themes you’re watching? With Australia having spent the best part of two years in various states of lockdown, along with...

US fixed income giant PIMCO is to bring back a fixed income listed investment trust offer it shelved early last year following Australia’s treasurer Josh Frydenberg launching an investigation into stamping fees. According to the Australian Financial Review, PIMCO says it will launch the offer in March 2022 and will...

By Mark Vaselkiv, CIO, Fixed income at T. Rowe Price As T. Rowe Price celebrates its 50th anniversary in fixed income investing, I’m pleased to have been along for the ride for 33 of those. When I joined the firm in 1988, my learning curve took off pretty much vertically....

By Andrew Jackson, Head of Fixed Income at Federated Hermes & Fraser Lundie, Head of Credit at Federated Hermes After such a tumultuous 2020, who would have thought that I would summarise 2021 to you as “boring” for our fixed income portfolios? We entered the year expecting volatility from Covid...