This article has been submitted by Income Asset Management
In consideration of further rate increases from the RBA, fixed income markets are largely ‘pricing in’ the current...
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...
Higher for longer is not a new narrative (FOMC) - Seema Shah, Chief Global Strategist, Principal Asset Management.
At today’s Federal Open Market Committee (FOMC)...
From Chief U.S. Economist PGIM Fixed Income, Tom Porcelli.
PGIM Fixed Income conducted analysis based on the potential election scenarios and their estimated impact on...
Why Government bonds may be your safe harbour while smart credit picks may help drive returns - Three global themes investors should not ignore.
Government bonds are...
Australia’s 2026 Budget reshapes investing: proposed CGT and negative gearing changes make income assets more attractive, says Income Asset Management's Jon Lechte.
More Powerful Than...
By Alan Siow, co-head of emerging market corporate debt, Ninety One
The new regime
The shift to a new macroeconomic regime is among factors that have...
I was delighted when Peter Sheahan from Curve Securities emailed me last week after we published the ‘Has BBSW Peaked?’ article.
BBSW is calculated using...
Elizabeth Moran sat down with emerging market expert Damien Buchet CIO at Finisterre Capital and previously Head of EM Fixed Income at AXA Investment...
VanEck recently published a detailed Credit and Fixed Income review. Here are some of the highlights.
Executive summary
If the past 12 months taught investors anything,...
