Global and Australian market commentary from Jamieson Coote Bonds The changing bond market After the rapid rise in the cost of capital the world over, economies...
Daintree Capital co-founders Justin Tyler and Mark Mitchell discuss current trends that are impacting and shaping the outlook for investors in fixed income securities. In...
Spreads of credit default swaps (CDS) on US sovereign risk have moved materially higher in the past few weeks. “We believe a US default is...
J.P. Morgan Asset Management has released its 2023 Long-Term Capital Market Assumptions (LTCMAs), providing a 10-15-year outlook for risks and returns and assessing...
A Biden win in the US presidential election, and vaccines with 90% plus efficacy have lifted financial markets and sentiment has changed to a...
By Peter Sheahan, Director - Money Markets, Curve Securities My passion is commentating on yield curves. Outright levels, positive slope, inverted slope and momentum of...
By Mark Humphery-Jenner, UNSW Sydney ANZ is being investigated by the Australian Securities and Investments Commission (ASIC) amid serious allegations the bank manipulated markets when...
Key takeaways: Fixed income is the only asset class that demonstrates a low to negative correlation to risk assets. Fixed income provides highly efficient...
More than half of Australian investors feel positive about their finances, despite the macroeconomic headwinds. Investors have high expectations, hoping for 8% above...
From Silvia Dall'Angelo, Senior Economist at Federated Hermes Limited, London US economic data had a generally softer tone this week, suggesting the impact from past...

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