Global asset manager Janus Henderson has outstanding research capabilities. This article gives us insight into their thinking about investing in investment-grade BBB rated securities...
Successful investing requires thorough preparation and involves a deep understanding of businesses and their fundamental drivers of returns.
Cognitive biases such as confirmation...
Key Points
Fixed income remains one of the most useful and flexible asset classes, especially during uncertain times
Higher income has become a much...
Anna Kirkby, Investment Specialist at Fidante, looks at the benefits and risks from the growing asset class of private credit.
The Australian private credit market...
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 Ken Hanton, Independent Fixed Income Specialist
What a year 2024 turned out to be for the Australian securitisation market. For the first time ever,...
While financial crises are often similar, the excesses of each cycle are unique.
Today’s excesses resulted from central bank policies designed to counter...
Thomas Poullaouec, Head of Multi-Asset Solutions APAC at T. Rowe Price, and his team have published their latest insights on global asset allocation and...
Commentary from Insight Investment's Head of Global Credit, Adam Whiteley, on the outlook for bonds / global credit.
How bonds are faring in the new inflationary environment
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