Recent data releases appear to give the green light for the US Federal Reserve to begin easing monetary policy in September. However, according to Franklin Templeton Fixed Income CIO Sonal Desai, the key issue remains the nature of the easing cycle ahead—namely its duration, its speed, and the policy...
In the latest review from Betashares the highest monthly net flows on record for July pushed the Australian ETF Industry to a new all-time high in assets under management.
July saw the ETF industry continue the strong momentum from the first half of 2024, as record net flows and strong...
From Matthew Macreadie, Executive Director, Credit Strategy and Portfolio Management – IAM Capital Markets
We see potential for the Suncorp Float 06/27/2034 bonds to be bought back/tendered at $107-$108 based on historical experience and the senior / subordinated (T2) differential.
Post ANZ's acquisition of Suncorp Metway, we see a small opportunity...
Emma Lawson, Fixed Interest Strategist - Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market Review
Global economic worries allowed yields to fall and yield curves to steepen through July, as the global easing cycle extended. The Australian bond market, as measured...
PGIM Fixed Income Co-Chief Investment Officer, Gregory Peters, and Chief U.S. Economist, Tom Porcelli, recently shared their views on the market outlook.
Rates in strategic buy zone
Today’s elevated yields provide a favorable environment for bond investors.
Structural shifts have pushed rates higher in a durable way, reflecting more normalized conditions, unlike...
Global X ETFs (Global X) has announced the launch of the Global X Australian Bank Credit ETF (ASX: BANK).
Available in late July 2024, BANK provides exposure to credit in the Australian banking sector, tracking the performance of the Solactive Australian Bank Credit Index (the "Index"). As Australia's first 'three-in-one'...
Australian ETF assets under management surged around 15% over the first half of 2024 to a new record high of more than $200 billion as at 30 June following solid gains on global equity markets and strong investor inflows.
This compared with total Australian ETF assets on the Australian Securities...
Emma Lawson, Fixed Interest Strategist - Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market Review
After an early June rally, a post Consumer Price Index (CPI) selloff in the local bond market saw diverging yields across the curve. The Australian bond...
La Trobe Financial has launched its La Trobe US Private Credit Fund to Australian retail investors through the availability of Class B Units.
The La Trobe US Private Credit Fund invests indirectly into a diversified portfolio comprised primarily of directly originated, senior secured first-lien loans provided to companies in the...
