Featured Archives - Fixed Income News Australia

Featured

Market Uncertainty, Global Growth Concerns, and U.S. Recession Fears

Seema Shah

What is the announcement, and how does it compare to market expectations? President Trump announced that he would apply a minimum 10% tariff on all...

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Mortgage Delinquencies Are Declining In Most Areas But Pockets Of Weakness Persist

Contributing Author

From Moody's Ratings Mortgage delinquency rates, which have started to decline in most areas around Australia, are set to continue to go down over the...

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How Should Credit Investors Navigate Such An Uncertain Backdrop?

Mitch Reznick

Elevated uncertainty related to trade and industrial strategy in the US has led to a loss of confidence, which has had an impact on...

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The FAT Trade (Forget About Trump)

Chris Iggo

The S&P 500 is up 11% since 9 April and the deadline for what US President Donald Trump will do with tariffs is approaching....

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Does Private Credit Still Have The “Rizz” Factor?

Pete Robinson

From Pete Robinson, Head of Investment Strategy, Fixed Income, Challenger Investment Management The Oxford Word of the Year 2023 was "rizz” – a term used...

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Where Is The Drama?

Chris Iggo

There is more bearishness around but not a lot of asset (re)allocation. Having lived through the fall of the Berlin Wall, the 1991 Soviet...

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Unprecedented Market Transition Calls For Greater Diversification

Contributing Author

Observations from T. Rowe Price We expect the global economy to adjust to higher trend inflation, higher interest rates, and greater volatility. Though inflation remains sticky,...

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Higher Yields Reflect Rising Real Rates, Not Fears of Higher Inflation

Contributing Author

US inflation expectations (derived from Treasury Inflation-Protected Securities) are rock-solid and steady. Real rates have driven all of the rise in observed yields this...

Featured

Follow The Money …

Elizabeth Moran

According to BetaShares, the Australian ETF industry ended 2023 at an all time high with total market capitalisation of $177.5 billion, representing 33% year...