Some highlights from a piece by Seema Shah, Chief Global Strategist at Principal Asset Management, on the updated macro impacts of the conflict in...
From Joe Unwin, Head of Portfolio Management at Apostle Funds Management Private credit is in the media spotlight right now, but for the wrong reasons. Frequent...
Australian retail investors are at a distinct disadvantage in the bond market. Credit ratings are an important indication of the perceived future risk of an...
From Guy Stear, Head of Developed Markets Strategy at the Amundi Investment Institute Three factors that have contributed to the shift in sentiment ▪ Market reversal: Global...
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By David Jacobs, Head of Domestic Markets, Reserve Bank of Australia Address to Australian Government Fixed Income Forum, Tokyo, June 12, 2025 Introduction It is a pleasure...
The combined US unemployment and inflation picture suggests the Federal Reserve (Fed) will take monetary policy easing slowly. Two more 25 basis point (bp)...
A new global report from investment consultancy bfinance is encouraging Australian institutional investors to revisit Emerging Market Debt (EMD) allocations, with fresh data highlighting...
Within fixed income, there are two well-known levers, duration and credit. However, there is also a lesser known third lever, Pure Relative Value investing....
Following the horror of the Hamas-led attacks in Israel this weekend, global investors are contemplating the potential impact on broad investment markets. Although challenging,...

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