Within fixed income, there are two well-known levers, duration and credit. However, there is also a lesser known third lever, Pure Relative Value investing....
A continued stalemate in the Middle East pushed oil prices higher in September. Together with renewed inflation fears and tighter central bank policy, it...
Andrew Canobi, Director Franklin Templeton Fixed Income, says that the contrast couldn’t be starker between Australia and the American GDP growth.
“In Q1, 2023 the...
From Justin Tyler, Director, Daintree Capital. Please refer to the glossary at the end of the article for a definition of some technical terms.
With...
AI capex still has the bond market’s attention, says Chamath De Silva – Head of Fixed Income at Betashares
Global bond markets remain challenging to...
Interview with Peter Kent, Ninety One’s Co-CIO of Fixed Income
Kent is a strong advocate for diversifying into emerging market (EM) debt, saying the lines...
Income Asset Management's Head of Credit Strategy - Matthew Macreadie, provides his credit outlook for 2023.
It is the starting point that counts
After enduring...
