Following a challenging year for investment markets, Jay Sivapalan, Head of Australian Fixed Interest, discusses the key events and factors shaping the outlook for...
By Magdalena Polan, Principal and Head of Emerging Market Macroeconomic Research, PGIM The possibility that China’s slowdown, and under-sized fiscal stimulus, might weigh on the...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 January 2024. MARKET PERSPECTIVE  Global growth expectations have...
From Richard Gluyas, NAB The nation’s growing appeal to investors as a relatively stable democracy with sound economic fundamentals is attracting enhanced capital flows from...
Comments from Patrick Marshall, Head of Private Credit at Federated Hermes on the Private Credit market at the halfway point of 2024. “A visit to Australia was high...
Are we nearing the top of the interest rate cycle? Perhaps. One sign that might suggest we are close was this week’s announcement of October’s...
Key takeaways: Fixed income is the only asset class that demonstrates a low to negative correlation to risk assets. Fixed income provides highly efficient...
In this Q&A, Sunita Kara and Brent Finck from Aviva Investors discuss why recent developments in high-yield markets strengthen the case for active management. Read...
Interest rates are incredibly low and there is an enormous amount of cash looking for a home. So much so, that any new bond...
Last week we saw the Australian government come out with a massive stimulus package that will push Australia’s net debt to almost $1 trillion...

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