Featured Archives

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Irresistible Private Credit

Contributing Author

By Paul Miron from Msquared Capital Australia’s private credit market is officially irresistible. Global investors that have shown up too late to devour the best...

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Discipline in the Age of Disruption

Contributing Author

By Michael Goosay, Principal Asset Management Reflecting on 2025, investors have encountered uncertainty fuelled by tariffs, geopolitical conflicts in Europe and the Middle East, and...

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Credit Markets: Caution, Compression and Opportunity

Elizabeth Moran

A Mawer Podcast with Global Credit Portfolio Manager, Brian Carney An excerpt from a podcast that explores whether recent private market bankruptcies signal deeper systemic...

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Moody’s Australian Structured Finance 2026 Outlook

Contributing Author

Summary Lower interest rates will support asset performance. Interest rate cuts in 2025 will continue to support improving asset performance in the Australian residential mortgage-backed...

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What Might Rising Interest Rates Mean For Fixed Income Investors?

Contributing Author

With the rise in inflation expected to lead to increases in interest rates in 2026, what will that mean for fixed income investors? Philip Brown,...

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What’s Ahead For Global Fixed Income Markets?

Contributing Author

Daintree Capital co-founders Justin Tyler and Mark Mitchell discuss current trends that are impacting and shaping the outlook for investors in fixed income securities. In...

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Expectations for Fed Cut Mount as Funding Concerns Linger

Contributing Author

From PGIM Fixed Income Market pricing for a Fed rate cut or pause in December was roughly even heading into last week's release of the...

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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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Fixed Income: Monetary Policy Should Bolster Markets

Chris Iggo

Fixed income markets should benefit from continued central bank easing in 2026. We expect lower interest rates in the US as policymakers respond to...

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Many Unanswered Questions

Contributing Author

From Federated Hermes, Robert Ostrowski, CIO, Outlook for 2026 Fixed income markets enter the new year with a surplus of unanswered questions. To be fair,...