Featured Archives - Fixed Income News Australia

Featured

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...

Featured

No Place to Hide

Benoit Anne

• An overview of asset class performance since the beginning of the Iran war • The correlation between bonds and equities is back up • The...

Featured

The Fed’s Dovish Hold

Contributing Author

Following the US Federal Reserve’s decision to hold rates overnight Joe Unwin, Head of Portfolio Management at Apostle Funds Management, discusses what this means...

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Three Dynamics Explain My Oil Crisis Base Case

Contributing Author

By Daleep Singh, Vice Chair and Chief Global Economist at PGIM Overheating: The Collision of Two Eras My base case for the U.S. economy is now...

Featured

Fixed Income and Currency Macro Viewpoints

Contributing Author

A series of fixed income and currency macro viewpoints from Insight Investment’s lead portfolio managers, outlining current market conditions and positioning. Companies with local supply...

Featured

Iran Conflict Triggers Major Energy Shock

Seema Shah

Some highlights from a piece by Seema Shah, Chief Global Strategist at Principal Asset Management, on the updated macro impacts of the conflict in...

Featured

Private Credit’s Other Lanes Still Offer Value

Contributing Author

By Lotfi Karoui and Gabriel Cazaubieilh, PIMCO Concerns about private credit have intensified in recent months. Investors are grappling with questions about weakening credit quality,...

Featured

Iran War – Implications For Fixed Income Investors

Contributing Author

From Philip Brown, Head of Research, FIIG Securities The US war against Iran is the new reality of power politics in a world that is...

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Middle East Conflict: Implications for Equities, Inflation, and Asset Allocation

Contributing Author

Tim Murray, Capital Market Strategist in the Multi-Asset Division at T. Rowe Price, shared his views on recent market volatility following the Middle East...

Featured

Central Banks Can’t Produce Oil

Contributing Author

From Laura Cooper, Managing Director, Head of Macro Credit and Global Investment Strategist, Nuveen Markets are facing a geopolitical shock – but the investor playbook...