No-landing remains a macro risk in the US
There is a place for fixed income Goldilocks
Don’t ignore sovereign credit risk
The eagle has...
There’s growing consensus that rates have peaked and now is an opportune time
to reassess investment options, prime case in point is Term Deposits (TDs)...
An extract from The Art of Boring, Mawer Investment Management Podcast Episode 196, with Brian Carney, Portfolio Manager of the Mawer Global Credit Opportunities...
US debt sustainability is an easy issue to "kick the can down the road" for investors; something that will be a problem 10, 20,...
I’ve had a number of questions about inflation over the last few weeks and thought I would share them with you. First here’s a...
By R.J Gallo, senior portfolio manager at Federated Hermes
The direction of US Treasury yields in the new year hinges heavily on the uncertain economic impact of...
According to BetaShares, the Australian ETF industry ended 2023 at an all time high with total market capitalisation of $177.5 billion, representing 33% year...
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...
The Paris Olympics may be just around the corner, but bank-subordinated debt is the hottest ticket in town right now with investors queuing up...
VisionFund International (VisionFund), the mission-focused microfinance subsidiary of children's charity World Vision, today announces it has raised AUD20 million with its first bond issue.
In...



































