Featured Archives - Fixed Income News Australia

Featured

The Price of Sovereignty – Governments Can’t Afford Nation-Building Alone

Contributing Author

From Tracey McNaughton, Chief Investment Officer at Escala. The debate is no longer just about what countries need to build, but who will pay for...

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Investing Through the Arc of the Crisis

Contributing Author

By Robert Tipp, Head of Global Bonds at PGIM Once again, geopolitics have come to the fore, creating a swirl of possibilities for the world’s...

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Stagflation Calls For Flexibility in Fixed Income, Not Abandonment

Contributing Author

By Vincent Chung, CFA Portfolio Manager at T. Rowe Price Recent tensions in the Middle East and the resulting energy supply shock have heightened investor...

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Markets Look Beyond Geopolitics as AI and Rate Hopes Drive Returns

Chris Iggo

The current peace deal may be fragile, but markets need it to be genuine. If inflation and interest rate risk moderates, bond returns could...

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Politics Change, Fiscal Arithmetic Doesn’t

Laura Cooper

Key takeaways: Our analysis suggests UK rates could behave very differently depending on which leadership pairing emerges and whether continuity-minded fiscal management prevails. Bond...

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Treasuries Volatility May Go Higher

Contributing Author

Adam Marden, Co-Portfolio Manager of the Dynamic Global Bond Strategy at T. Rowe Price, shared his views on why Treasury market volatility is likely...

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Fixed Income Outlook: Putting Things Into Perspective

Contributing Author

Alex Veroude, Head of Fixed Income, Janus Henderson, looks at how the breadth of fixed income markets can help balance risks and opportunities and...

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Private Credit: Good Due Diligence Should Never Be Remote

Contributing Author

Exclusive Op-Ed for Fixed Income News Australia by Andy Armstrong, Co-Head of Whole Loans and Capital Markets at Challenger Investment Management In structured finance, vehicles...

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The Warsh Fed Is A Welcome Return To Orthodoxy

Contributing Author

By Sonal Desai, chief investment officer, Franklin Templeton Fixed Income. First impressions count, and Kevin Warsh came out as a hawk in his first press...

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Global Asset Allocation: The View From Australia

Contributing Author

Thomas Poullaouec, Head of Global Investment Solutions, International and Portfolio Manager at T. Rowe Price, and his team have published their latest insights on...