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No Data, No Cry

Chris Iggo

There has been no official US economic data this month. The markets have enough to go on to assume a benign macroeconomic backdrop. Equities...

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Australia’s Bond Market Lures Global Investors With Promise of Yields, Liquidity

Contributing Author

Foreign asset managers ramp up allocations to Australian debt, drawn by high-quality assets and a maturing market structure. Key Points: Global investors increasingly drawn to...

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Higher U.S. Long‑term Yields, Steeper Curve: Why My Thesis Still Holds

Arif Husain

With the Federal Reserve in easing mode, the question many clients have been asking me is whether I still expect the 10‑year U.S. Treasury...

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Mortgage Delinquencies Are Declining In Most Areas But Pockets Of Weakness Persist

Contributing Author

From Moody's Ratings Mortgage delinquency rates, which have started to decline in most areas around Australia, are set to continue to go down over the...

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Q4 2025 Midyear Outlook: Implications for Bonds

Contributing Author

Latest insights from Nuveen's Q4 2025 Global Investment Committee (GIC). Outlook From Anders Persson, Chief Investment Officer for Global Fixed Income Best ideas Securitised assets (especially...

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Global Asset Allocation: The View From Australia

Contributing Author

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...

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What Happens if US Debt Becomes Unsustainable?

Haran Karunakaran

US debt sustainability is an easy issue to "kick the can down the road" for investors; something that will be a problem 10, 20,...

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Global Outlook on Fixed Income

Contributing Author

From Michael Goosay – Chief Investment Officer, Fixed Income at Principal Asset Management. Summary of investment implications EMERGING MARKET DEBT Emerging market debt continues to build momentum,...

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No Need To Be Fed Up

Rick Patel

In this market environment where headlines are rampant and political developments continue to emerge, one macroeconomic event stands out from the others; the US...