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...
As direct lending matures and other private credit areas expand, active investors can apply relative value strategies across sectors – and even entire markets...
Daintree Capital co-founders Justin Tyler and Mark Mitchell discuss current trends that are impacting and shaping the outlook for investors in fixed income securities.
In...
By Arif Husain, Head of International Fixed Income and Chief Investment Officer, Fixed Income at T. Rowe Price
Even after the late-year “Santa” rally, all-in...
Janus Henderson Investors' Credit Risk Monitor tracks key indicators which impact credit portfolios
An increased number of corporate defaults is expected in light of high yields...
Elizabeth Moran sat down with emerging market expert Damien Buchet CIO at Finisterre Capital and previously Head of EM Fixed Income at AXA Investment...
By Johann Plé, Green Social and Sustainability Bonds Strategy Manager at AXA Investment Management
Over the past few years, the green bond market has grown...
By Dan Siluk and Jason England, Kapstream Capital
Impact of higher global bond yields
The Federal Reserve (Fed) acknowledged that “cumulative tightening” will be a...
Bryan David, Multi sector Portfolio Manager, Principal Asset Management
Markets opened the year with enthusiasm over the prospect of forthcoming policy rate cuts after the...
