Part 1 of a white paper by La Trobe Financial’s CEO, Chris Andrews Australian property lenders and private credit managers are under greater scrutiny than...
This is Part 2 of a white paper by La Trobe Financial’s CEO, Chris Andrews - you can read Part 1 here. Investors should now...
Active global investment manager Ninety One has published a new analysis highlighting the rapid development of emerging market private credit. The asset class attracted a record...
By Michael Frearson, Executive Director and Head of Fixed Income, Real Asset Management Following news of redemption gates across several property-backed funds, a large Sydney...
I recently had the privilege to interview Steve Boothe from T. Rowe Price about investment grade (IG) credit. I had heard him speak at...
Australian bond investors were badly hurt because of what they were earning and where yields started. Both are now much better, and the risk...
By Stephen Martin, Head of Multi-Sector Credit, Challenger Investment Management Commercial real estate (CRE) debt has moved firmly into the spotlight. Recent reporting on borrower...
US inflation expectations (derived from Treasury Inflation-Protected Securities) are rock-solid and steady. Real rates have driven all of the rise in observed yields this...
VanEck Senior Portfolio Manager, Cameron McCormack says that "The great income drought may be over, and bonds are back in the fight for investor...
The global high-yield bond market is undergoing a fundamental shift in credit quality that has left its former “junk bond” reputation increasingly disconnected from...

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