Featured Archives - Fixed Income News Australia

Featured

We All Need to Think Like Bond Traders

Gary Norden

Think of the last time you made a large purchase, such as a car, house, or even a TV. You would have compared products...

Featured

Uncertainty is Non-Linear

Robert Almeida, Jr.

The VIX1 is signaling uncertainty is on the rise. In our view, while recent earnings reports look fine, on closer inspection, companies report...

Featured

Markets’ Consolidation Belies Fiscal Concerns

Contributing Author

By Robert Tipp, CFA, Chief Investment Strategist & Head of Global Bonds at PGIM Fixed Income This year has been a roller-coaster for the bond...

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The High Yielding Recession Is Coming

Contributing Author

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...

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The World’s Largest Economies Go Off On Tangents

Contributing Author

By Daleep Singh, Chief Global Economist, Head of Global Macroeconomic Research, PGIM Fixed Income If central banks' urgency to return inflation to their respective targets...

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A Soft Landing And Friendlier Central Bank Stance Bode Well

Contributing Author

Janus Henderson Investors’ Credit Risk Monitor tracks key indicators which impact credit portfolios. • “Cashflow and Earnings” and “Access to Capital Markets” indicators have moved...

Featured

Reassessing The Outlook For Yields

Contributing Author

By Magdalena Polan, Principal and Head of Emerging Market Macroeconomic Research, PGIM The possibility that China’s slowdown, and under-sized fiscal stimulus, might weigh on the...

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What Does Enormous Fiscal Stimulus Mean For Government Bonds? – Part 2

Staff Writer

Last week we saw the Australian government come out with a massive stimulus package that will push Australia’s net debt to almost $1 trillion...

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Worried about growing government debt? Here’s a way to get out (and an option for investors)

Elizabeth Moran

Recently, global asset manager T. Rowe Price held a webinar for Australian investors. I’ve transcribed part of the presentation by Emerging Market Bonds and...

Featured

At Most One US Rate Cut

Contributing Author

Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income believes markets have been excessively worried about stagflation risk and are now too confident that the...