In brief
■ It’s not inflation that’s pushing up yields, it’s an uncertainty premium.
■ The high existing US debt burden and elevated uncertainty could keep...
Amundi Asset Management has released a new paper covering its 2023 Investment Outlook, titled “Some light for investors after the storm."
We present here the...
From Mawer Credit Team
High yield spreads continue to tighten. As risk premiums fall, and economic and political conditions appear positive for corporates in general,...
Emma Lawson, Fixed Interest Strategist - Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market Review
The...
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...
Introduction
The challenges humanity faces have never been more important than now. We are in the middle of an environmental transition that requires significant investments...
The Australian Securities & Investments Commission has released a discussion paper on the dynamics between public and private markets and is seeking submissions and...
Following the release of CPI figures this week, Mutual Limited’s CIO Scott Rundell looks at how markets have reacted and the short-term outlook.
Australia’s inflation...
Two European ETF chiefs question suitability of illiquid private assets for ETFs. By Chris Flood, chief correspondent, ETF Stream.
Credit is due to Stefan Hoops...
