Commentary on key market themes for Q4 2024 from Seema Shah, Chief Global Strategist at Principal Asset Management.
A globally synchronised downturn produces a globally...
Credit ratings are important indicators of risk and return in fixed income markets.
They give investors an indication of the perceived future risk they are...
How serious is the inflation threat?
That was the question considered by expert panel hosted by Jamieson Coote Bonds in a webinar last week. The...
Last Friday I attended a panel discussion with Chamath De Silva, Head of Fixed Income at BetaShares, Chris Joye, Chief Investment Officer at Coolabah...
Following the horror of the Hamas-led attacks in Israel this weekend, global investors are contemplating the potential impact on broad investment markets. Although challenging,...
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...
From Insight Investment
The Fed took a modestly more hawkish tone at the latest FOMC meeting. It announced it will begin slowing its pace of...
Global investment manager, Franklin Templeton, says that although inflation will continue to be an issue for the next 6–12 months and the global economic...
In anticipation of this week's Fed meeting we publish some insights below from Dr. Stephen R. Foerster CFA, award-winning author, and professor of finance...
Barry Ziegler, Head of Fixed Income at Bell Potter talks about his fascinating career and experience. Barry was involved in bringing the first retail...



































