Inflation is not quite under control yet, and too volatile for comfort, especially with the risk of another energy shock always just around the...
As published in The Weekend Australian on 26 June 2020
In the frenzied final days of the sale of Virgin Australia, more than 5000 local...
The 5 Cs of credit is a simple framework to understand the creditworthiness of an individual, company and even government. These days, credit ratings...
Latest insights from Nuveen's Q4 2025 Global Investment Committee (GIC). Outlook From Anders Persson, Chief Investment Officer for Global Fixed Income
Best ideas
Securitised assets (especially...
At the start of the year, U.S. exceptionalism, which has prevailed for over a decade, was widely expected to persist. Since then, however, several...
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....
Including fallen angel bonds in a diversified portfolio may provide an attractive opportunity for Australian investors to increase returns and reduce risk. Yet options...
Long end of government curves under pressure
The global growth outlook is more than adequate
Taking stock of global fixed income performance
Longer for...
A yield curve shows the relationship between interest rates and the term to maturity. It plots interest rates on the y-axis and term to...
By Lukasz de Pourbaix
Head of Strategic Sales and Solutions, Fidelity International
2022 was a pivotal year for Australian investors, signaling the first rise in the...



































