Franklin Templeton provides some key macro and investment themes as well an outlook dashboard on their views of sub sectors.
Our growth projections for the...
By Peter Sheahan, Director - Money Markets, Curve Securities
In the pre-Covid era, inverted yield curves were highly predictive of an eventual recession. This is...
Successful investing requires thorough preparation and involves a deep understanding of businesses and their fundamental drivers of returns.
Cognitive biases such as confirmation...
The US high-yield credit market has been a reliable asset class for investors growth fixed income allocations over the past decade. Grant Webster, Co-Head...
Recent new issues by NAB, Macquarie, and Ampol might have you thinking about adding capital notes, sometimes called ‘hybrids’ to your portfolio. In this...
Key takeaways:
Fixed income is the only asset class that demonstrates a low to negative correlation to risk assets.
Fixed income provides highly efficient...
By Richard Quin, CIO and Principal, Bentham Asset Management
October 2022
Fund structure plays an important part in the performance of credit funds. A well-structured fund...
