Ed Brooke from the Australian private wealth investment and advisory firm Escala has provided the following commentary on Alphabet’s kangaroo bond issuance.
Escala was a...
By John Li, Head of Asia Fixed Income and Credit Strategy, J.P. Morgan Private Bank.
Long-end pain, front-end gain
With 10-year and 30-year yields hitting multi-decade...
By Glenn August, Founder and Chief Executive Officer, Oak Hill Advisors, a T. Rowe Price company
Credit investors have spent much of 2026 assessing whether...
Yesterday Alphabet priced the largest corporate bond deal ever done in Australia. A$5.5 billion across six tranches, with a book north of A$18 billion...
Thomas Poullaouec, Head of Global Investment Solutions, International and Portfolio Manager at T. Rowe Price, and his team have published their latest insights on...
Despite macroeconomic risks, the global economy is growing, and earnings continue to be strong.
But there are things on the horizon that demand investors’ attention,...
Australian asset consultancy Atchison says investors relying on resources alone to hedge inflation are making a concentrated bet on Chinese demand. A spread across...
Schroders' Kellie Wood says inflation, growth and fiscal risks will drive fixed income markets over coming months.
Investors should prepare for a more selective fixed...
Real yields near post-GFC highs, set against forecasts of negative productivity growth.
From Chamath De Silva, Head of Fixed Income at Betashares
Australia's productivity problem has...
