I recently listened to a PGIM webinar on credit risks and deteriorating lending standards. It was so good, I wanted to share some of...
By Gaby Rosenberg, Co-Founder, Blossom
In a remarkable shift, Australian investors are rewriting the playbook, turning their attention to bonds over equities.
As the financial landscape...
Bad monetary policies often lead to economic and financial turmoil
While today's banking crisis is of a different scale than the global financial...
Trillions of dollars of household wealth have been lost because of the stock market rout. A nasty doom loop is in danger of developing...
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...
From Dan Farmer - CIO of MLC Asset Management
Fixed income
Market pricing of the Fed appears overdone in our central case soft-landing view, and with...
By Bas van Geffen, CFA, Senior Macro Strategist, RaboResearch
Just like 2022 was the year of the global hiking cycle and 2023 was the year...
There are many reasons to invest in corporate bonds. Most investors don’t realise how important the corporate bond market is to Australian companies and...
Each quarter, Aviva plots a course through global fixed income markets by distilling top-down macro perspectives and bottom-up market intelligence. Compass draws on the...
Andrew Lockhart, Managing Partner, Metrics Credit Partners, presents an outlook for business credit in the next 12 months and the role it plays in...



































