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State of the Securitisation Market

Elizabeth Moran

Late November, the Australian Securitisation Forum (ASF) held its annual conference in Sydney. Asset Backed Securities (ABS) are much loved by institutional investors but...

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Why Bond Investors Should Be Looking Ahead

Contributing Author

By Philip Brown, Head of Research, FIIG Securities The RBA has raised rates three times in this cycle, taking the cash rate back to the...

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Government Bond Expert, Charles Jamieson From Jamieson Coote Bonds – Part 1.

Elizabeth Moran

Government Bond Expert, Charles Jamieson From Jamieson Coote Bonds Talks About Life And Government Bond Strategies In The Coming Year - Part 1. I’ve watched...

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A Divided Government May Have Positive Impact On Long Term Treasury Yields

Contributing Author

Anna Dryer, a portfolio manager in the Fixed Income Division at T. Rowe Price shares her views on the upcoming US election and its potential...

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Bad Policy and Unintended Consequences

Robert Almeida, Jr.

Bad monetary policies often lead to economic and financial turmoil While today's banking crisis is of a different scale than the global financial...

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Floating Rate Investments Still Ares’ Preference

Elizabeth Moran

Elizabeth Moran interviewed Teiki Benveniste, Head of Ares Australia about the company’s outlook, preference for floating rate investments and the performance of Ares funds...

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AI-Related Bonds Could Push Treasury Yields Up in Funding Arms Race

Arif Husain

As companies rush to bring bond issues to market to fund their AI-related spending, this new debt is competing with government bonds for investor...

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Why It’s Too Soon To Write Off US Interest Rate Cuts in 2024

Contributing Author

Bryan David, Multi sector Portfolio Manager, Principal Asset Management Markets opened the year with enthusiasm over the prospect of forthcoming policy rate cuts after the...

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Extra Credit – Fallen Angels: Boeing on the Precipice

Contributing Author

From Mawer Credit Team When this piece was being written, Boeing had not filed their US$25 billion shelf prospectus and the company was a downgrade...

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JPY Intervention, Fed, and USTs

Contributing Author

From Daleep Singh, Vice Chair & Chief Global Economist, PGIM Backdrop: This was the first US-Japan joint intervention in JPY since Fukushima in 2011. Japan had...