Mutual Limited CIO Scott Rundell has provided some commentary following the US CPI data figures released overnight:
Overview: well, that was fun
Markets have...
There are many reasons to invest in corporate bonds. Most investors don’t realise how important the corporate bond market is to Australian companies and...
Following a sustained period of higher inflation, complicated more recently by the spike in commodity prices associated with the Russian invasion of Ukraine, central...
Andrew Canobi, a Director within the Franklin Templeton Fixed Income team in Melbourne, Australia, discusses what is causing the current selloff in US and...
By Magdalena Polan, Head of Emerging Market Macroeconomic Research, PGIM Fixed Income
A changing US-China relationship, the regionalisation of global supply chains and the reemergence...
From Nathan Shetty, Head of Multi-Asset, Nuveen
Key takeaways:
Previously effective investment strategies may have limited utility in the new environment. A more rigorous approach to...
Andrew Canobi, Director and Portfolio Manager Franklin Templeton Fixed Income, argues that the debate over the US debt ceiling is a timely reminder of...
From Paul Chin, Director – Head of Investment Strategy, Jamieson Coote Bonds
Chasing those enticing yields? High yield credit funds can seem like a golden...
Goldilocks is back in fixed income
Monetary policy divergence
No irrational exuberance among investors
The surprising comeback of Goldilocks. It probably has not felt...
