From Betashares AI hyperscalers are estimated to spend around US$660 billion on capital expenditure in 2026, fuelling a surge in global bond issuance to...
By David Jacobs, Head of Domestic Markets, Reserve Bank of Australia Address to Australian Government Fixed Income Forum, Tokyo, June 12, 2025 Introduction It is a pleasure...
The Australian fixed income landscape has changed with conditions now likely to provide many of the defensive attributes that investors have traditionally expected from...
Elizabeth Moran interviews Hui Sien Koay, Head of iShares Fixed Income Product Strategy, APAC ex-Japan, BlackRock, and James Waterworth, Director, Wealth Distribution Australia, BlackRock,...
Interest rates are incredibly low and there is an enormous amount of cash looking for a home. So much so, that any new bond...
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By Adam Marden, Portfolio Manager, Multi-Asset and Fixed Income at T. Rowe Price The U.S. government will need to issue more Treasury debt to fund...
Among the notable aspects of the April market shakeout was a sell‑off in longer‑term U.S. Treasuries. My concern is that this may be only...
PIMCO's Tiffany Wilding and Andrew Balls examine how investors should navigate an increasingly fragmented and uncertain global environment. The investment environment has changed significantly since...
The US dollar may be down, but it is not out The IMF view on the global economy US asset performance has been...

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