Higher for longer is not a new narrative (FOMC) - Seema Shah, Chief Global Strategist, Principal Asset Management.
At today’s Federal Open Market Committee (FOMC)...
Australian asset consultancy Atchison says investors relying on resources alone to hedge inflation are making a concentrated bet on Chinese demand. A spread across...
The CDS trade
Credit default swaps (CDS) are derivative instruments which enable investors to hedge the credit spread component of a corporate bond. Buying a...
Economic indicators are weakening in Australia but that doesn’t mean that yields will fall the way many expect says Andrew Canobi, Portfolio Manager for...
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...
Fidante recently hosted a Q&A panel of their fixed income asset managers, which included Teiki Benveniste from Ares Australia Management, Alex Stanley from Ardea...
A resilient US economy (owing to consumption and wealth effects) and strong earnings expectations for the year are driving the recent upside in equities...
By Michael Goosay, chief investment officer fixed income, Principal Asset Management
What lies ahead for fixed income investors in the year ahead?
In short, heightened uncertainty...
From Daleep Singh, Vice Chair & Chief Global Economist, PGIM
Backdrop:
This was the first US-Japan joint intervention in JPY since Fukushima in 2011. Japan had...
