Featured Archives - Fixed Income News Australia

Featured

Recession Watch: Tick Tock, Tick Tock

Contributing Author

From Seema Shah, Chief Global Strategist, Principal Asset Management: Several characteristics of the U.S. Treasury yield curve highlight the heightened risks to the economic outlook...

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Your Questions Answered: Inflation

Elizabeth Moran

I’ve had a number of questions about inflation over the last few weeks and thought I would share them with you. First here’s a...

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Trump and the US Govt 10-Year

Chris Iggo

Markets have responded as expected to Donald Trump's victory – higher Treasury bond yields, firmer equities, and a stronger dollar. It is a re-run...

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Opportunities Resonate Across DM Yield Curves: Amundi

Contributing Author

European investment manager Amundi says that economic growth is moderating but not collapsing across the developed world and inflation is falling in line with...

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Interview with Teiki Benveniste: Head of Ares Australia Management

Elizabeth Moran

Fixed Income News Australia interviewed Head of Ares Australia Management Teiki Benveniste to get a behind the scenes look at the new Ares Diversified...

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Higher U.S. Long‑term Yields, Steeper Curve: Why My Thesis Still Holds

Arif Husain

With the Federal Reserve in easing mode, the question many clients have been asking me is whether I still expect the 10‑year U.S. Treasury...

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Opportunities in Policy Priorities

Jay Sivapalan

To date we have just scratched the surface on some of the big picture themes, and the new year promises fresh challenges and opportunities....

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Let Powell Drive The Bus

Contributing Author

Deborah Cunningham, CFA, Chief Investment Officer, Global Liquidity Markets, Senior Portfolio Manager, Executive Vice President, Federated Hermes, shares her thoughts on the upcoming FOMC...

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Fed’s 50bps Cut Kickstarts Recalibration

Contributing Author

From PGIM Fixed Income Chief U.S. Economist, Tom Porcelli In one of the more anticipated FOMC meetings in recent memory, the Federal Reserve kicked its...

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T. Rowe Price Global Asset Allocation Views

Contributing Author

Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 January 2023. MARKET PERSPECTIVE While evidence of slowing inflation...