By Jay Sivapalan, Head of Australian Fixed Interest and Emma Lawson, Fixed Interest Strategist – Macroeconomics at Janus Henderson Investors.
President Trump's tariff policy has...
Shan Kwee, CFA, Portfolio Manager in the Janus Henderson Australian Fixed Interest Team, discusses how despite a tough 2022, opportunities still exist in credit...
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...
By Kellie Wood, head of fixed income, Schroders
With yields above 5% and central banks tightening into an oil shock, high-quality bonds are once again...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 May 2023.
MARKET PERSPECTIVE
Macroeconomic outlook remains mixed...
In a market where risks have risen, diversifying within asset classes, particularly defensive asset classes, is just as important as having a sound mix...
The Fed's game plan hasn't changed, but defeating inflation will take longer than it expected. From Deborah A. Cunningham, Chief Investment Officer, Global Liquidity...
There were huge inflows into fixed income funds last year with Vanguard reporting that Australian bond ETFs received A$3.81 billion in cash inflows in...
Franklin Templeton Fixed Income Portfolio Manager Andrew Canobi says the current strong performance of US and Australian credit markets is not likely to continue.
US...
