From Seema Shah, Chief Global Strategist, Principal Asset Management:
Several characteristics of the U.S. Treasury yield curve highlight the heightened risks to the economic outlook...
Residential Mortgage Backed Securities (RMBS) are securities that help financial institutions fund operations.
Simply, residential mortgages are pooled together and sold through a special purpose...
Fidante recently hosted a Q&A panel of their fixed income asset managers, which included Teiki Benveniste from Ares Australia Management, Alex Stanley from Ardea...
Fixed income markets may be enjoying the calm of tight spreads and stable
headline employment, but Richard Quin, chief investment officer at Bentham Asset Management,...
Australia’s 2026 Budget reshapes investing: proposed CGT and negative gearing changes make income assets more attractive, says Income Asset Management's Jon Lechte.
More Powerful Than...
Summary
Lower interest rates will support asset performance. Interest rate cuts in 2025 will continue to support improving asset performance in the Australian residential mortgage-backed...
Phil Strano, Portfolio Manager at Yarra Capital, explains why he thinks Australian corporate floating rate bonds will continue to perform, even if the equity...
