MARKET PERSPECTIVE
Inflation concerns remain at the forefront for central banks and investors as global growth continues to trend lower amid supply disruptions, geopolitical challenges...
By John Li, Head of Asia Fixed Income and Credit Strategy, J.P. Morgan Private Bank.
Long-end pain, front-end gain
With 10-year and 30-year yields hitting multi-decade...
By Glenn August, Founder and Chief Executive Officer, Oak Hill Advisors, a T. Rowe Price company
Credit investors have spent much of 2026 assessing whether...
Ed Brooke from the Australian private wealth investment and advisory firm Escala has provided the following commentary on Alphabet’s kangaroo bond issuance.
Escala was a...
Summary
Lower interest rates will support asset performance. Interest rate cuts in 2025 will continue to support improving asset performance in the Australian residential mortgage-backed...
BetaShares' chief economist David Bassanese responds to the suggestion that The Reserve Bank should face its first independent review in 40 years under a...
Macro Talking Points
Credit as an attractive de-risking asset class. While there is no denying that equity market performance has been particularly strong over the...
In their most recent Insight, EMD on the bread line, Aviva Investors has outlined how soaring food prices and social unrest intertwine with countries’...
By Daniel Morris, chief market strategist, BNP Paribas Asset Management
European temperatures are not the only area where long-time records are being broken. The UK's...
