Featured Archives - Fixed Income News Australia

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The Year of the Bond Is Hard Going But Coupon Income Could Save The Day

Chris Iggo

From Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers. Markets are getting close to pricing out any interest rates cuts for 2024. That...

Featured

Fixed Income ETFs Are Precision Instruments

Elizabeth Moran

Last week I interviewed Darren Wills, BlackRock’s APAC Head of Fixed Income in iShares and Institutional Index Investments. Darren shares much in this interview...

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Equities Ignore Recession, Profit Risks

Robert Almeida, Jr.

In Brief Equities tend to wake up late to recession risks. A buildup of short-term corporate debt should weigh on profits as borrowing costs...

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Fixed Income is Attractive, but Beware of “Fake” Yield

Robert Almeida, Jr.

By Robert M. Almeida, Portfolio Manager and Global Investment Strategist Soaring policy rates have made cash a competitive asset again, prompting an overdue de-rating...

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Money Market Funds: Poised to Fuel a 2024 Risk Asset Rally

Seema Shah

Money market fund flows have surged recently—as investors sought refuge from economic uncertainty while enjoying elevated yields—and now sits at a record US$5.7 trillion....

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US Dollar Negatives To Take Precedence In Longer Run

Arif Husain

During recent client meetings, my outlook for higher U.S. Treasury yields in the longer term has often been high on the agenda. Clients have...

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In The Spotlight – FLOT, QPON and SUBD

Elizabeth Moran

Globally, central banks are starting to cut interest rates, New Zealand and UK have both cut and cuts look imminent in the US. Our...

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The Fed’s Proper Fight On Inflation Is Just Getting Started

Janu Chan

Inflation has been kind of an enigma for the world over the past few years. Policymakers dismissed rapidly rising inflation early on and viewed it...

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Investors are Seeking the Right Answers to the Wrong Questions

Robert Almeida, Jr.

Key points: Are investors asking the right questions? Rate cuts are not a panacea for broken businesses. What really matters are fundamentals. Are these the...

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Implications From Market Dislocations

Contributing Author

Markets have been volatile lately, marked by sharp declines in global equity indexes, bond yields and commodity prices. Stephen Dover, Chief Market Strategist, Head of...