S&P Dow Jones Indices has launched the SPIVA(R) Australia Year-End 2023 report. The report measures the performance of actively managed funds relative to benchmarks...
Emma Lawson, Fixed Interest Strategist - Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market Review
Markets...
The January Consumer Price Index (CPI) showed that inflation was, once again, hotter than expected, frustrating both the market and the Federal Reserve (Fed)....
According to Challenger Investment Management’s December 2023 quarterly review:
Subordinated debt was the star of 4Q23
Australian dollar financials are expensive compared to offshore...
Emma Lawson, Fixed Interest Strategist - Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market Review
Doubts...
Following the latest US Federal Reserve meeting, Mutual Limited’s CIO Scott Rundell looks at how markets have reacted and the outlook.
Fed says easy tiger,...
