Following the release of CPI figures this week, Mutual Limited’s CIO Scott Rundell looks at how markets have reacted and the short-term outlook.
Australia’s inflation...
PGIM Fixed Income Co-Chief Investment Officer Gregory Peters and Senior Portfolio Manager Michael Collins recently shared their views on uneven global growth potential, inflation...
There is some potential disconnect around the Fed
The US consumer is doing just fine
Two positive drivers in support of the market backdrop
The...
By RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes
With the Fed expected to begin its easing cycle later this year, bond markets...
Concocting a bearish view on US stocks based on valuations is relatively easy. It doesn't mean the market is going to correct. Current inflation...
Franklin Templeton Fixed Income CIO Sonal Desai says the prospect of persistently loose fiscal policy strengthens her conviction that the coming Federal Reserve...
High returns from high yield
On the bond side the clear winners have been leveraged and high-yielding fixed income assets which sit right on the...
The start of 2024 has caught many investors off guard. Resilient US growth and inflation have defied expectations, leading to higher bond yields and...
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...
As published in The Weekend Australian on 26 June 2020
In the frenzied final days of the sale of Virgin Australia, more than 5000 local...



































