Featured Archives - Fixed Income News Australia

Featured

Are Structural Spread Changes Concealing Value in Credit?

Arif Husain

Credit spreads across many fixed income sectors have returned to historically tight levels in late summer. This observation is most acute for U.S. corporates—both...

Featured

Understanding Steep Curves

Contributing Author

It’s tempting to assume that a bond with a yield of 6% will give a yield of 6% every year. But bonds usually give...

Featured

Do You Have The Right Underwear?

Richard Murphy

“Bonds are the underwear in your portfolio – unexciting and not much thought about, but select the wrong pair and you’ll be surprised at...

Featured

The Tapestry of Debt and What We Need To Do To Unravel It

Contributing Author

As the US President Joe Biden and House Speaker Kevin McCarthy reach an in-principle agreement to finalise a budget agreement to raise the $US31.4...

Featured

Profit Margins Are A Reason For Concern: Rates Cuts

Tim Murray

From Tim Murray, Capital Markets Strategist, Multi‑Asset Division at T. Rowe Price The U.S. Federal Reserve now appears almost certain to begin a rate‑cutting cycle...

Featured

Uncertainty is Non-Linear

Robert Almeida, Jr.

The VIX1 is signaling uncertainty is on the rise. In our view, while recent earnings reports look fine, on closer inspection, companies report...

Featured

How Not Shopping Around is Costing Australian Institutions Staff and Money

Contributing Author

Shopping around for the best interest rate isn’t just a smart financial move - it’s an essential one, especially for institutions and councils with...

Featured

PGIM – Credit Risks and Deteriorating Lending Standards

Elizabeth Moran

I recently listened to a PGIM webinar on credit risks and deteriorating lending standards. It was so good, I wanted to share some of...

Featured

Fixed Income Offers Stability for Uncertain Conditions

Contributing Author

From Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income Marked by slower growth and rising risks, the global backdrop is becoming increasingly complex. Unpredictable...

Featured

Don’t Ban Investors, Educate Them

Elizabeth Moran

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...