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The desire to invest in bonds seems to be back in fashion again after a very poor 1H22. Rates are attractive and investors are flocking back to the asset class. If you are a first-time investor or thinking about reinvesting, you can invest direct in individual bonds or indirect, through...

Comments from Erik Weisman, Chief Economist and Portfolio Manager, MFS Investment Management The Fed is right where it should be right now. Congratulations are in order, as the central bank has managed to increase interest rates to its desired target and largely price out cuts for the rest of the...

Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 March 2023. MARKET PERSPECTIVE Lagged impacts of central banks’ tightening to weigh on growth and earnings outlook in the back half of the year with expectations of lower inflation, but still above central...

Lynda Schweitzer, US-based co-head of global fixed income at Loomis Sayles gives us her view of global fixed income markets. Thanks so much for taking the time to speak to us Lynda, can you please tell me a bit about yourself and your role? Sure, I am co-head of global fixed...

Global investment manager, Franklin Templeton, says that although inflation will continue to be an issue for the next 6–12 months and the global economic recovery is uneven, there are opportunities ahead. Stephen Dover, chief market strategist at the Franklin Templeton Institute notes: "In the first half of 2023, investors faced...

I was delighted when Peter Sheahan from Curve Securities emailed me last week after we published the ‘Has BBSW Peaked?’ article. BBSW is calculated using market volumes known as volume weighted average (VWAP) calculation method. If there isn’t enough trading volume to calculate BBSW then there’s a waterfall where BBSW...

Fixed income investment manager, Western Asset, part of Franklin Templeton, has updated their outlook for global bonds as inflation continues its downward trend and many central banks approach the end of their tightening cycles. Robert Abad, Product Specialist at Western Asset says, "Looking ahead six to 12 months, we think...

Recently I interviewed Christophe Fritsch, Head of Fund Management and Structured Finance at AXA IM Alts. It was great to get a European view of credit markets and some of the bonds they favour. Where do you see credit markets going, and what do you think might happen in the...

Late last year I interviewed Andrew Frankling from Barrington Asset Consulting. Barrington primarily help charities and NFPs invest and I thought it’d be interesting to get his take on the asset class. Andrew, can you please explain how you see fixed income fitting into a portfolio? Andrew: We help our clients...

Daleep Singh, Chief Global Economist and Head of Global Macroeconomic Research, PGIM Fixed Income shares his view on how the unfolding conflict in the Middle East may impact markets.  Our instinct regarding the crisis in the Middle East is that just enough collective incentive exists to prevent an uncontrolled spiral...