Featured Archives - Fixed Income News Australia

Featured

The Trouble With AI and SpaceX

Contributing Author

Rarely in recent memory has a single listing carried this much narrative weight. SpaceX is heading to the public markets at a valuation of...

Featured

Could Now Be The Time To Exit Cash And Move Back Into Bonds?

Contributing Author

By Haran Karunakaran, Investment Director at Capital Group Key takeaways The last few months have seen a significant change in the macroeconomic environment. Policy rates...

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Picture This: A Tale of Two Tails in Credit Markets

Contributing Author

Ninety One's Multi Asset Credit team explains that although the high-yield debt market compares favourably with bank capital from the perspective of index-level credit...

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What Is Going On With The Japanese Yen?

Janu Chan

On August 1, the US and Japan conducted a coordinated FX intervention to support the value of the yen. FX intervention is not unusual...

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Five High Yield ETFs to Beat Inflation

Elizabeth Moran

Inflation continues to be a key theme and despite its recent peak, may stick around for longer than expected. In the first of a...

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Navigating Stagflation: Lessons for Today’s Multi-asset Portfolios

Contributing Author

By Andrew Lakeman, Atlantic House Co-Founder Stagflation – the uncomfortable coexistence of rising prices and slowing growth – is a topic being raised by investors...

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Credit Portfolios, Valuations and Liquidity (Part 1)

Contributing Author

By Richard Quin, CIO and Principal, Bentham Asset Management October 2022 Fund structure plays an important part in the performance of credit funds. A well-structured fund...

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Disaster Averted But Bonds Still Behaving Badly

Contributing Author

Fixed income May summary by Chamath De Silva, Betshares Risk assets have staged a broad relief rally over the past month, with equities buoyed...

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No Place to Hide

Benoit Anne

• An overview of asset class performance since the beginning of the Iran war • The correlation between bonds and equities is back up • The...

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Bonds Take The Lead Amid Global Market Volatility

Contributing Author

By Robert Tipp, Managing Director, Chief Investment Strategist, and Head of Global Bonds at PGIM Fixed Income This could be one of the more fraught...