Despite data over recent months creating a credible case for interest rates to remain higher for longer, major central banks have continued to fuel...
Fixed income May summary by Chamath De Silva, Betshares Risk assets have staged a broad relief rally over the past month, with equities buoyed...
Amundi’s Global Investment Committee recently published an excellent paper on investing in second half 2022. Here we republish its Top Convictions, as well as...
Article sourced from Kapstream Capital For a time, when interest rates were low, the benefits of investing in fixed income was reduced. Investors, in their chase...
A Mawer Podcast with Global Credit Portfolio Manager, Brian Carney An excerpt from a podcast that explores whether recent private market bankruptcies signal deeper systemic...
From Adam Hetts, Global Head of Multi-Asset and Portfolio Manager, with Oliver Blackbourn, Portfolio Manager, at Janus Henderson Investors. The merits of a diversified portfolio...
Written By Chamath De Silva Head of Fixed Income, Betashares With the Fed officially commencing its easing cycle with a 50-basis point cut, much of the...
There are many reasons to invest in corporate bonds.  Most investors don’t realise how important the corporate bond market is to Australian companies and...
Gil Fortgang, Washington Associate Analyst at T. Rowe Price shares three policy developments to watch after the U.S. election:  1. Personnel is policy Regardless of whether...
From Paul Chin, Director – Head of Investment Strategy, Jamieson Coote Bonds Chasing those enticing yields?  High yield credit funds can seem like a golden...

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