Featured Archives - Fixed Income News Australia

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Macro Signposts | Monetary Policy Through the Lens of Financial Conditions

Contributing Author

By Tiffany Wilding, Economist, PIMCO In recent months, major central banks have placed a greater emphasis on broader financial conditions when describing the stance of...

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Asset Allocators Invest In Bonds At The Expense Of Stocks

Contributing Author

By Mark Dowding, Chief Investment Officer, Fixed Income at RBC BlueBay Asset Management Global bond curves steepened over the past week, and the volatility we...

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Speeding Past 5%: When Higher Yields Start to Bite

Laura Cooper

Key messages: This week's data will test how much more the long end can absorb. Core PCE and payrolls will be particularly important, although...

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Fed FOMO and FOMU

Benoit Anne

After the Fed hike Why today's bond backdrop looks different from 2022 Fed FOMO and FOMU In the world of central banks, being the last...

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Not Flinching When Others Wince – Bond Bloodletting

Contributing Author

From Mark Dowding, Chief Investment Officer, Fixed Income at RBC BlueBay Asset Management Global yields jumped during the past week, with U.S. Treasury yields on...

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Insight: Data Centre Financing in Australia

Contributing Author

By RBA analyst, Bradley Speed In this note, I estimate the amount of funding that has gone towards Australian companies that own and operate data...

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The Credit Market Lens: AI Capex and the Limits of Crowding Out

Contributing Author

AI capital spending may be contributing to higher real rates, but there is little evidence that it’s due to AI bond issuance crowding out...

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Part 1 – The Cycle Does Not Create Risk. It Reveals It.

Contributing Author

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...

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Part 2 – Six Questions Every Private Credit Investor Should Ask

Contributing Author

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...

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EM Private Credit Hits Record US$22.3bn Deployment As Investors Look Beyond Developed Markets

Contributing Author

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...