Bond income returns potentially higher in 2025
Confidence in US growth should sustain performance
Asia's economy has become increasingly challenging.
Many bond investors have...
Global private credit can move from a ‘niche’ asset class to a necessity for Australian investors, as demand for reliable income-producing investments grows due...
I was delighted when Peter Sheahan from Curve Securities emailed me last week after we published the ‘Has BBSW Peaked?’ article.
BBSW is calculated using...
Franklin Templeton Fixed Income Portfolio Manager Andrew Canobi says the current strong performance of US and Australian credit markets is not likely to continue.
US...
Comments from Janus Henderson Portfolio Manager and Head of US Fixed Income Greg Wilensky.
Amid a tumultuous first half of 2025, laden with tariff announcements,...
By Chris Iggo, Chief Investment Officer, Core Investments, AXA Investment Managers
The lower inflation gets, the easier it is for rogue numbers to upset the...
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute identifies five themes worth watching in the year ahead.
1. Secular stagnation returns
As 2023...
The following markets commentary has been provided by Federated Hermes, including comments on the global commercial property market.
Lewis Grant, Senior Portfolio Manager for Global...
