Featured Archives

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ESG and EM Under a New President

Contributing Author

Ninety One chief sustainability officer Nazmeera Moola, emerging market fixed income portfolio manager Thys Louw, and emerging markets equity portfolio manager Archie Hart share...

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Could The US Federal Reserve Pivot on Rates?

Contributing Author

This market review comes from Jamieson Coote Bonds The recent US Federal Reserve (US Fed) meeting has elicited discussion about a possible US Fed 'pivot'...

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No Data, No Cry

Chris Iggo

There has been no official US economic data this month. The markets have enough to go on to assume a benign macroeconomic backdrop. Equities...

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RBA Doing Whatever Is Necessary To Curb Inflation

Steven Spearing

The RBA raised the official cash rate by 25 basis points to 2.85% in line with market expectations. Apostle Funds Management's Steven Spearing provides...

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2023 Outlook: Australian Fixed Interest

Jay Sivapalan

Following a challenging year for investment markets, Jay Sivapalan, Head of Australian Fixed Interest, discusses the key events and factors shaping the outlook for...

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SCAM ALERT – CBA and Peony Asset Management

Elizabeth Moran

There are plenty of scams around, but be warned, they are getting more sophisticated and look the part. This week, we were made aware...

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The Worrying Signs Of Secular Stagnation

Contributing Author

With surging inflation amid record-low unemployment over the past 18 months, discussions about “secular stagnation” have receded into the background. However, today’s high inflation stems...

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Is a US Default a Real Possibility?

Contributing Author

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...

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Are Investors Compensated For Risk Premia In The Current Environment?

Elizabeth Moran

This article was part of an Ardea Investment Management paper title ‘Five Key Questions on Duration’, published on 25 July 2022. It helps investors...

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An Introduction to Sustainability Linked Bonds

Contributing Author

By Mitch Reznick, CFA; Robin Usson, CFA; and Sophie Demare of Federated Hermes After record issuance in 2021, the Green, Social, and Sustainability bond market...