By Robert Tipp, Chief Investment Strategist and Head of Global Bonds at PGIM Fixed Income
Summary
Most developed market (DM) bond markets have already priced...
By Gaby Rosenberg, Co-Founder, Blossom
In a remarkable shift, Australian investors are rewriting the playbook, turning their attention to bonds over equities.
As the financial landscape...
Recent new issues by NAB, Macquarie, and Ampol might have you thinking about adding capital notes, sometimes called ‘hybrids’ to your portfolio. In this...
By Mitch Reznick, head of sustainable fixed income at Federated Hermes
Vice President Kamala Harris and former President Donald Trump remain neck and neck in...
Wealth manager Eaton Vance is currently upbeat about the investment prospects for local-currency-denominated Emerging Market Debt (EMD) and has provided the following outlook.
The Eaton...
By Magdalena Polan, Head of Emerging Market Macroeconomic Research, PGIM Fixed Income
A changing US-China relationship, the regionalisation of global supply chains and the reemergence...
Australian Insurers Adjust Their Portfolios for Inflation and Rising Interest Rates
Contributing Author
Cautious approach to risk assets: Over 80% of insurance firms express a cautious stance towards risk assets, signalling an intent to reduce exposure over...
The CDS trade
Credit default swaps (CDS) are derivative instruments which enable investors to hedge the credit spread component of a corporate bond. Buying a...
Spreads of credit default swaps (CDS) on US sovereign risk have moved materially higher in the past few weeks.
“We believe a US default is...
Last week I was fortunate enough to interview Fraser Lundie, Head of Fixed Income – Public Markets at Federated Hermes who was visiting Australia...



































