Monthly Market Views: Fixed income resilience and equity market divergence
Rate expectations
Fixed income performance has been inversely correlated to duration since the start of the...
Following a challenging year for investment markets, Jay Sivapalan, Head of Australian Fixed Interest, discusses the key events and factors shaping the outlook for...
In this educational article, Elizabeth Moran shows how Credit Default Swaps can forewarn investors of trouble ahead.
Large institutional investors with significant bond holdings will...
Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income believes markets have been excessively worried about stagflation risk and are now too confident that the...
Amundi Asset Management has released a new paper covering its 2023 Investment Outlook, titled “Some light for investors after the storm."
We present here the...
Despite the focus on credit spreads, yield has proven to be a more reliable indicator of high yield market attractiveness. With a strong correlation...
From Anders Persson, Chief Investment Officer, Head of Global Fixed Income at Nuveen, regarding the latest fixed income insights from Nuveen's 2025 Global Investment Committee...
Anna Kirkby, Investment Specialist at Fidante, looks at the benefits and risks from the growing asset class of private credit.
The Australian private credit market...
