From Mawer, Global Credit Team
A Capital Supercycle Meets a Credit Moment
The rise of generative AI has kicked off one of the most capital-intensive buildouts...
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...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 October 2023.
MARKET PERSPECTIVE
Global central banks’ emphasis...
The Franklin Templeton Fixed Income team has issued its fourth-quarter 2023 outlook, ahead of the US Federal Reserve's policy decision.
The Franklin Templeton Fixed Income...
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...
Janus Henderson portfolio managers Tim Winstone and Tom Ross recently published a paper about credit rating downgrades during 2020 and the opportunities for companies...
VisionFund International (VisionFund), the mission-focused microfinance subsidiary of children's charity World Vision, today announces it has raised AUD20 million with its first bond issue.
In...
Inflation continues to be a key theme and despite its recent peak, may stick around for longer than expected. In the second installment of...
What is the true health of the Australian economy? Challenger Chief Economist Dr Jonathan Kearns suggests it may be uglier than the figures released yesterday...
BetaShares Australian Investment Grade Corporate Bond ETF (ASX:CRED) is 100% invested in Australian dollar-denominated corporate bonds. The fund’s strategy is to invest in up...



































