Featured Archives

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Recession Indicators: Delayed, Not Dismissed

Contributing Author

From Seema Shah, Chief Global Strategist, Principal Asset Management For months, many leading indicators of economic activity have been signaling a future recession. The full...

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Haven’t We Heard Enough?

Chris Iggo

Trillions of dollars of household wealth have been lost because of the stock market rout. A nasty doom loop is in danger of developing...

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The Banks… And Not All AT1 is Created Equal

Scott Rundell

Following the collapse of SVB and Credit Suisse, Mutual Limited CIO Scott Rundell shares his post mortem: The worst is behind us – Aussie banks...

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As the Paradigm Shifts, Liquidity is Here to Stay

Robert Almeida, Jr.

History teaches us that governments struggle to rein in liquidity once it's been unleashed. We're entering a new paradigm in which tangible fixed...

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US bonds—Dealing With Deficits, Debt and Demand

Contributing Author

Concerns over rising US deficits, growing debt burdens and decreasing demand for US Treasuries are somewhat overstated: Western Asset Western Asset, part of Franklin Templeton,...

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Credit Markets Remain Appealing For Income-seeking Investors

Contributing Author

2024 was the second consecutive positive year for global developed credit markets. Full-year 2024 excess returns show the outperformance of high-beta segments (riskier market...

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The Role of Duration In Your Portfolio Right Now

Contributing Author

By Lukasz de Pourbaix Head of Strategic Sales and Solutions, Fidelity International 2022 was a pivotal year for Australian investors, signaling the first rise in the...

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Unusual Times, Unusual Bull Market

Contributing Author

By Robert Tipp, CFA, Chief Investment Strategist and Head of Global Bonds, PGIM Fixed Income The last few years have seen plenty of volatility in...

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Private Debt And Its Premium Over Public Debt

Staff Writer

By Sam Morris, CFA – Senior Investment Specialist, Fidante Partners & Pete Robinson, Head of Investment Strategy and Portfolio Manager, CIP Asset Management Interest rates...

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Australian Investors Still Expect Double Digit Investment Returns

Contributing Author

More than half of Australian investors feel positive about their finances, despite the macroeconomic headwinds. Investors have high expectations, hoping for 8% above...