I’ve had a number of questions about inflation over the last few weeks and thought I would share them with you. First here’s a...
Following a challenging year for investment markets, Jay Sivapalan, Head of Australian Fixed Interest, discusses the key events and factors shaping the outlook for...
The 5 Cs of credit is a simple framework to understand the creditworthiness of an individual, company and even government. These days, credit ratings...
Mutual Limited CIO Scott Rundell has provided some commentary following the US CPI data figures released overnight: Overview: well, that was fun Markets have...
Australian companies and Australian investors deserve urgent action to fix the broken corporate bond market. It is no longer good enough to keep kicking...
In Brief Equities tend to wake up late to recession risks. A buildup of short-term corporate debt should weigh on profits as borrowing costs...
Is the global interest rate “pause” here? By Matthew Macreadie, Income Asset Management Communications from many central banks are trending that way: The Federal Reserve...
Monthly Market Views: Fixed income resilience and equity market divergence Rate expectations Fixed income performance has been inversely correlated to duration since the start of the...
VanEck recently published a detailed Credit and Fixed Income review. Here are some of the highlights. Executive summary If the past 12 months taught investors anything,...
From Michael Goosay, Chief Investment Officer, Global Fixed Income at Principal Asset Management Coinciding with the overnight implementation of President Trump's new tariffs, investors saw...

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