Thomas Poullaouec, Head of Multi-Asset Solutions APAC at T. Rowe Price, and his team have published their latest insights on global asset allocation and...
Last week I interviewed Flavio Carpenzano, London based Multi Asset Investment Director and Haran Karunakaran Australian based Fixed Income Investment Director from Capital Group....
This is a hot topic in our client meetings, although this is probably the wrong way to frame the discussion. Indeed, it should be:...
The Australian credit market has started 2026 with strong momentum, with more than $14 billion in new issuance in January alone, highlighting continued investor...
As credit spreads normalised through 2025, yield‑hungry investors have turned to leverage
to maintain 6%+ returns — pushing some parts of the market uncomfortably close...
Diversification in private credit investing is becoming more important for income investors, due to unpredictable dynamics in financial markets coupled with geopolitical uncertainty, according...
From Betashares
AI hyperscalers are estimated to spend around US$660 billion on capital expenditure in 2026, fuelling a surge in global bond issuance to...
From PGIM
The expansion in global credit markets provides levered companies with several financing options.
Depending on a company’s financial health, these options can include publicly...
Capital Group has issued its 2026 capital market assumptions, which outline the firm's long‑term expectations for returns, correlations and volatilities across major asset classes...
By Laura Cooper, managing director, head of macro credit and global investment strategist, Nuveen.
It's been difficult to chase duration across global rates. Just as...



































