We sat down with Matthew Nest, Global Head of Active Fixed Income, State Street Global Advisers, the 4th largest asset manager worldwide, to discuss...
Andrew Lockhart, Managing Partner, updates Fixed Income News Australia on the Metrics Credit business and explains why it’s different from others.
How is the business...
From Matthew Macreadie, Executive Director, Credit Strategy and Portfolio Management - IAM Capital Markets
Australia’s inflation problems may see 50bps of further monetary tightening,...
By AXA IM’s Chris Iggo
The prevailing narrative remains one of impending global interest rate cuts and the avoidance of recession. In terms of portfolio...
Emma Lawson, Fixed Interest Strategist - Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market Review
The...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 30 September 2023.
MARKET PERSPECTIVE
While global growth and...
Goldilocks is back in fixed income
Monetary policy divergence
No irrational exuberance among investors
The surprising comeback of Goldilocks. It probably has not felt...
From Laura Cooper, Managing Director, Head of Macro Credit and Global Investment Strategist, Nuveen
Markets are facing a geopolitical shock – but the investor playbook...
